Our services
Four services, one fixed-fee relationship with your adviser.
Family financial planning
We look at everything together: income, spending, savings, end-of-service benefits and GOSI pension. You receive a written plan with a monthly budget, goals for each child's education and a retirement target, and we review it with you every year.
Sharia-compliant investing
We build a simple portfolio of Sharia-compliant funds, sukuk and Saudi equities, matched to your goals and to the risk you are comfortable with. Every fund is explained in plain language, and you can see your position at any time.
Debt reduction plans
We list every card, personal finance and car finance agreement, then set the order of repayment that saves you the most. Where it helps, we prepare your request to the bank to restructure or settle early.
Emergency fund planning
Most families need three to six months of spending set aside. We work out the right amount for you, where to keep it so it stays easy to reach, and how to build it month by month without stopping your other goals.
Not sure where to start?
Book the free first session and we will tell you which service you need, if any.