The Financial Advisor

The Financial Advisor - For A Good Life

Ardiana
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Project Ends on December 31, 2019

Project Description

Hi, my name is Ardiana and I am the Founder of "The Financial Advisor".

In the past 17 years, I have been working in finances with various international companies. I earned knowledge from Financial Accounting, Controlling, Taxes to Banking and Investment.

I found my true passion 3 Years ago when I first started investing in stocks. Working in a full-time job and becoming a first-time mom (to an adorably sweet girl), didn't leave that much space to pursue my passion.

So I had to seek advice from other financial advisors, bank advisors, eg, which left me with less money on my account than before. In this time, I figured out that all the investment and saving advice they gave me, no matter how well-meant they were, did not fill my needs.

These advices were perfect for good earning or already wealthy people. But very unrealistic, when you come from a working-class and try to make a change.

Facing reality, the proportion of people at risk of poverty in old age is increasing. I know a lot of families and single-moms/single-dads who work hard but don't have enough money for savings or even to grow.

I want to make a change, not only for my own life but also for all the hard-working people, who need guidance and help for a new shift in life and financial security.

That's why I started "The Financial Advisor".

"The Financial Advisor" is a consulting, coaching and investment company.

I review the client's financial situation and life circumstances to evaluate the best long- and short-term goals according to their specific needs. The service includes also bookkeeping, filings, and other administrative tasks. 

Besides the coaching I build-up stock portfolios to offer our clients additional income sources, which are an important part of their financial security.

I do not aim for high-risk investments but for the continuous growth, therefore I monitor the market and financial instruments permanently and make adjustments when needed.

In order to start helping other people, I need to raise money for the registration and the share capital of "The Financial Advisor". After the registration is done, I can open the business accounts to build up the portfolio and work on the growth. By End of 2020, we plan to be at least 2-3 advisors to care for our clients and hope to grow even further.

 

Updates

The Project FAQs

Frequently Asked Questions:

  • Why is this Financial Advisor different than others available?

Usually Financial Advisor, Wealth Management companies target clients with big fortune and therefore a minimum amount of assets is required. The Financial Advisor is made to teach people how to get out of debt and/or make a fortune.

  • Which Services does The Financial Advisor provide?

The Financial Advisor provides services such as:

Analyses of financial situations, Budgeting, Planning of financial goals, Financial advice, Investing advice, eg.

 

 

 

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Budget Saver Light

Thanks for chosing the Budget Saver. With this package included you receive an editable budget template with some good saving advices.

Thank you very much for your interest and support!

 

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Monetary Contribution

Thank you very much. I appreciate your contribution a lot.

0 Supporters
Contribute
$50
Budget Saver Light

Thanks for chosing the Budget Saver. With this package included you receive an editable budget template with some good saving advices.

Thank you very much for your interest and support!

 

300 Left
0 Supporters
Select this reward