Our experienced financial consultants have deep knowledge and skills in the field of financial planning, investments, taxation and other important aspects of financial activity. We offer an individual approach to each client, taking into account their unique financial goals and situation.
Our goal is to help you make informed financial decisions that will lead to the desired results. We offer a wide range of services, including the development of a personal financial plan, risk and opportunity assessment, investment portfolio analysis and much more.
Whether you are a novice investor or an experienced businessman, our consultations will help you make informed financial decisions and achieve financial success. We guarantee confidentiality and a professional approach to each client.
Contact us for quality financial advice and trust your finances to Tuliweye. We will do everything possible to help you achieve financial stability and prosperity. Contact us right now and start your path to financial success!
Both individuals and legal entities may need consulting. The first category of clients, individuals, seek help when the following questions arise:
With a high income level, it is not possible to accumulate funds;
Savings are depreciating and do not generate passive income;
Investments are not working effectively;
There is a desire to save for retirement, education or real estate for children;
There is a desire to make a large purchase, but the income level does not allow this;
There is regularly no money left until the next salary.
To provide professional assistance, a financial consultant finds out the presence of assets and liabilities, analyzes which of them are used ineffectively, which can significantly increase the citizen's income in the future. The advisor also estimates the amount that can be used as investments, sets long-term goals.
The second category of clients, business representatives, seek help in the following situations:
The business has stopped developing, does not generate the desired profit, has become unprofitable;
IMPORTANT: competent consultation may be needed by organizations regardless of the scope of activity and scale of business.
The structure of the organization does not provide for the presence of a financial department, its functions are transferred to a third-party specialist;
The company is preparing to enter the global market, expand production, open branches;
The company is about to conclude a major deal;
The organization has debt, the management cannot independently resolve the issue of its repayment.
Before choosing a specific specialist, it is important to familiarize yourself with the profile classification. Depending on the area of activity, the following types of advisors are distinguished:
Investment (work with clients who have questions about savings and their profitable investment in order to make a profit);
Motivational (most often we are talking about one-time consultations when the client has a strategy for solving the issue, but he doubts its feasibility and effectiveness);
Independent consultants (analyze the client's capabilities, build prospects for financial development, and write out long-term plans).
The functions of the advisor depend on the specific request of the client. For example, a consultant who interacts with individuals performs the following tasks:
Helps with capital management;
Forms a personal financial strategy for the required time period;
Gives one-time recommendations on specific issues, for example, the best area for investment today or the feasibility of buying currency.
When consulting representatives of legal entities, a specialist can perform the following functions:
Analysis of pricing policy, making changes (if necessary);
Formation of a business development strategy;
Analysis of liquidity;
Optimization of expenses, taxes and fees;
Assistance in lending issues;
Selection of a scheme for attracting clients;
Assistance in attracting investors;
Setting a development plan for a specific time period.
This list of functions is not exhaustive: a specific task is selected individually, taking into account the needs of the customer.
