Manifesto
5 beliefs for live-changing advice
We firmly believe that financial advising is one of the most rewarding professions in the world. Often criticized, either due to lack of understanding or mistrust, it deserves to be recognized for its true value. One thing is certain: savers need advice to improve their future, the future of their loved ones, and the future of society.
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We aim to elevate the value of financial advising. We want to contribute to ensuring that savers around the world benefit from compassionate and sustainable advice.
For us, financial advising is
1
First advising people, not jus numbers
Exceptional advice requires exceptional human understanding
2
Respecting and celebrating each uniqueness
Every person is unique. Advice must adapt to each individual's personality
3
Being authentic
Because a healthy, straightforward, and lasting relationship is built on sincerity and transparency
4
Creating value
By employing the most suitable methods and tools to bridge the gap between people, their projects, and financial tools, advice should be entirely focused on its core purpose: helping people use their money to improve their lives.
5
Providing meaning
By helping savers invest in projects or assets that align with their values, you assist them in preparing for a future filled with purpose
Together, let’s be the advice that changes lives. And let’s be proud to claim it!
We regularly publish scientific articles on advancements in behavioral science and how it is revolutionizing financial advice.
Follow our updates on LinkedIn to stay informed about our progress in behavioral finance and the latest news!