Exceptional shariah-compliant Financial Services
Your Trusted Partner in Halal Wealth Building
Financial Planning
Goals-based Investing
Strategy and Risk Management
Simple and transparent pricing!
No commissions. Independent. Unbiased.
Free
For low income families and individuals
$0
Includes:
✓Full review of your income and expenses
✓Debt optimization
✓Cash flow mapping and budget projections
✓Help with setting up accounts or review existing ones
✓Introduction to shariah-compliant products
✓Creation of goals-based investment plan
✓Annual review
Basic
Your foundation for financial triumph
$300
Includes:
✓Full review of your income and expenses
✓Debt optimization
✓Cash flow mapping and budget projections
✓Help with setting up accounts or review existing ones
✓Introduction to shariah-compliant products
✓Creation of goals-based investment plan
Standard
Expand your horizons to grow your wealth
$500
Includes:
✓Basic package
✓Develop portfolio rebalancing framework
✓ETF replication cost-benefit analysis
✓Two ad-hoc projects and reports upon request
✓Two semi-annual reviews
Premium
Maximize your wealth potential
$700
Includes:
✓Standard package
✓Portfolio optimization for tax purposes
✓What-If and scenario analysis
✓Portfolio protection options and de-risking schedule
✓Four quarterly reviews
Feel free to contact us for price negotiation or if you have additional requirements. We’re here to customize our services to meet your needs!
