Don’t have the time, knowledge, or desire to manage your finances? Leave the heavy lifting to us and enjoy the freedom of knowing you’re in good hands. PTG will be your financial coach, guiding you along your journey. This is a full-service experience that covers most facets of your financial life such as but not limited to net worth assessment, insurance analysis, investment analysis, cash-flow/budgeting, employee benefits optimization, retirement planning, debt management, emergency fund management and college planning.
Cost – US$500
Initial planning phase and financial report with monthly access to PTG for one year (Plans can be extended beyond a year).
Need expert investment advice to take your portfolio to the next level? PTG will provide you with recommendations and guidance on asset selection and allocation. This option is delivered via a non-discretionary account, allowing you full control of all decision-making aspects of your investments. PTG’s in-depth understanding of the financial markets and an increasingly dynamic financial landscape will provide you with expert investment management advice to give your portfolio the edge to perform consistently.