The Financial Advisory Package provides comprehensive financial planning with a certified financial advisor. Through a personalized approach, we'll analyze your entire financial situation and develop a strategic roadmap to help you achieve your financial goals, whether it's debt management, investment planning, or creating a comprehensive financial strategy.
Expert Guidance: All our advisors hold internationally recognized certifications and have at least 5 years of experience in Ghanaian financial markets.
Our Financial Advisory Package was designed to bring professional financial guidance within reach for everyday Ghanaians. Many people know they need financial advice but don't have access to the quality guidance typically reserved for high-net-worth individuals. Our package democratizes access to expert financial planning.
We believe everyone deserves a clear financial roadmap, regardless of their current wealth level. Our advisors are trained to work with clients at all financial stages, from those struggling with debt to those looking to optimize an existing investment portfolio.
Your customized financial plan will include:
All ANSOREMILO financial advisors have:
| Package Fee | GHS 300 one-time payment |
|---|---|
| Initial Consultation | 90 minutes (in-person in Accra or virtual) |
| Plan Delivery Time | 2-3 weeks after initial consultation |
| Follow-Up Support | 6 months of email support; additional follow-up sessions available at GHS 100/hour |
| Plan Format | Digital (PDF) and optional printed copy |
I was skeptical about paying for financial advice, but this has been the best investment I've made. My advisor, Kwame, listened carefully to my goals and created a plan that was realistic for my situation. The debt payoff strategy alone will save me thousands in interest. Six months later, I've implemented about 80% of the recommendations and already see significant improvement in my finances.
As a small business owner, I've always struggled to separate my personal and business finances. My financial plan addressed both aspects comprehensively. The advisor provided specific recommendations for business structure optimization that my accountant had never mentioned. I especially appreciated that they didn't try to sell me any investments but provided objective advice about where to put my money.
We purchased this package to help plan for our children's education and our own retirement. Our advisor created a unified strategy that balanced these competing priorities. The most valuable aspect was having someone help us align our different financial perspectives as a couple. The follow-up support has been excellent as well - our advisor has promptly answered every email with thoughtful, personalized advice.
The Financial Advisory Package is primarily a one-time comprehensive planning service. However, it includes six months of email support as you implement your plan. Many clients choose to schedule an annual review (available at a reduced rate of GHS 200) to update their plan as their circumstances change. We also offer ongoing wealth management services for clients who prefer continuous professional oversight of their investments.
No. Our Financial Advisory Package is a fee-only service with no commissions or product sales. Our advisors are prohibited from earning commissions on products they recommend, eliminating potential conflicts of interest. Your financial plan may include general recommendations for types of investments or insurance, but we don't sell these products directly. We can refer you to reputable providers if requested, but there's never an obligation to purchase anything.
Virtual consultations are conducted via secure video conferencing platforms (Zoom or Microsoft Teams). Before your appointment, you'll receive a link to join the meeting along with instructions for sharing your financial documents securely. The virtual format follows the same structure as in-person meetings, with screen sharing capabilities to review documents together. Many clients prefer this option for its convenience, and our advisors are well-trained in creating an engaging virtual experience.
To create a comprehensive financial plan, we'll ask you to complete a detailed questionnaire covering your income, expenses, assets, liabilities, insurance coverage, and financial goals. You'll also need to provide recent statements for bank accounts, investments, loans, and insurance policies. Don't worry if your financial records aren't perfectly organized - part of our service includes helping you create a system for tracking your finances moving forward.
We take the security of your financial information extremely seriously. All data is transmitted and stored using bank-level encryption, and our systems comply with international financial data security standards. Physical documents are kept in secure, locked facilities, and our staff undergoes regular security training. We only retain the information necessary to create your financial plan, and you can request deletion of your data at any time after your plan is completed.
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