BISSAN Wealth Management
Unlike other firms, who begin the conversation talking about ‘investment returns’, BISSAN Wealth Management begins by asking about YOU. About your financial goals, what you’d like to accomplish.
It might be retirement, paying for care of an elderly parent, buying a home. BISSAN quantifies these goals in an ingenious optimisation model to determine your future cash outflows, and parks the moneys necessary for these expenses 5 years before they’re due. Only then do ‘investments’ enter into the discussion.
That leaves BISSAN Wealth Management able to help you invest long term what’s not ‘parked’. Historically, a diversified portfolio grows long term. Your future expenses are safely covered already, so market swings won’t be a concern.
Innovative. And it works.