Perfect for: New investors or clients who want to test the structure of consistent advisory before committing long-term. Includes: <ul><li>1 × 2-hour Investment Strategy Session</li><li> Portfolio performance review </li><li>Goal alignment + short-term roadmap </li><li>Tailored investment insights and action points</li></ul>Outcome:A solid, refreshed investment direction and clarity on next steps.

1 Month -The Starter Check-Up

Perfect for: Clients who want ongoing support and more structured accountability to stay on track. Includes: <ul><li>2 × Quarterly 2-hour Strategy Sessions</li><li>In-depth portfolio performance analysis </li><li>Portfolio rebalancing where necessary </li><li>Progress tracking + mid-term goal assessment</li><li> Updated investment recommendations</li></ul>

6-Month Package — The Commitment Check-Up

Perfect for: Serious wealth builders who want long-term guidance, continuous monitoring, and holistic financial alignment. Includes: <ul><li>4 × Quarterly 2-hour Strategy Sessions</li><li> Full portfolio diagnostics + annual performance summary </li><li>Continuous rebalancing and strategy adjustments, Long-term goal mapping + milestone tracking </li><li>Exclusive quarterly market insights &amp; opportunities </li><li>High-priority support + end-of-year strategy reset Outcome: A fully aligned, well-managed, and optimized investment journey across the entire year.</li></ul>

Investment Advisory Package

By The Financial Fitbit Consultancy Ltd.