Vault template
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- Wealth managers
- Financial planners
- Private bankers
Sections included
- About
- Phones, emails and websites
- Offer or coupon
- Highlights
- Skills
- Experience
- Education
- Awards
- Services
- Packages and pricing
- Appointments
- Enquiry form
- Exchange contact
- Testimonials
- Clients
- FAQ
- Business details
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Live preview
Daniel Osei
Independent Wealth AdvisorOsei Private Wealth
Long-term plans for expat families
- Call+971500001717
- Emaildaniel@oseiwealth.example
- Websiteoseiwealth.example
- DirectionsLevel 15, ICD Brookfield Place, DIFC, Dubai, United Arab Emirates
- Book a meetingBook a meeting
I help expat families plan for school fees, property and retirement with low-cost, globally diversified portfolios. Fee-only, no commissions.
Highlights
- Families advised
- 210
- Fee
- Fixed
- Commissions
- None
Services
- $3,000
Financial plan
Goals, cash flow and a written plan in 3 weeks.
Ongoing advice
Quarterly reviews and rebalancing.
Book an appointment
Send an enquiry
What clients say
“For the first time we know exactly where we stand for school fees and retirement.”
The Mensah family · Clients
Questions
How are you paid?
Only by you, as a fixed fee agreed upfront. I take no commissions from any product.
Business details
- Industry
- Financial advice
- Licence / registration no.
- DFSA F00XXXX
- Languages
- English, Arabic
Certifications
- CFP®
- Chartered Wealth Manager
Find us
Level 15, ICD Brookfield Place, DIFC, Dubai, United Arab Emirates
Business hours
- Monday
- 08:30 – 17:30
- Tuesday
- 08:30 – 17:30
- Wednesday
- 08:30 – 17:30
- Thursday
- 08:30 – 17:30
- Friday
- Closed
- Saturday
- Closed
- Sunday
- 08:30 – 17:30
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- Call+971500000202
- WhatsApp+971500000202
- Emailkarim@nassarlaw.example
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- DirectionsLevel 21, Gate Avenue, DIFC, Dubai, United Arab Emirates
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+971500000202 · Dubai- Call
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Save to contacts- +971500000202
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- karim@nassarlaw.example
- nassarlaw.example
Office: +97140000202
I advise founders, family businesses and investors on company formation, commercial contracts and dispute resolution across the GCC. Admitted to practise for 18 years.
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Bookkeeping, VAT and corporate tax, done on time
- Call+971500001616
- WhatsApp+971500001616
- Emailfaisal@ledgerline.example
- Websiteledgerline.example
- DirectionsOffice 1405, Bay Square, Business Bay, Dubai, United Arab Emirates
- Book a meetingBook a meeting
- Office+97140001616
Save to contactsWe keep the books, file VAT and corporate tax, and give owners a one-page report each month they can actually read.