About
About Us
What Make Us Unique
We provide a tailored approach to investment management and financial planning that puts our clients first.
This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.
If you already own investments, like annuities, Finance Buzz Limited can discuss and provide information about them to help determine if they make sense for your investment goals.
This results in a personalized investing approach consistent with your goals and needs.
Financial Planning
We believe our approach to financial planning is simple. Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, Finance Buzz Limited doesn't.
Instead, we focus on providing you with a personalized plan that serves as the basis for us to build a portfolio tailored to your financial situation and goals.
Portfolio Management
We don’t sell cookie-cutter portfolios.
We take time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. At the conclusion of this detailed review, we provide you with a portfolio strategy recommendation, which we believe will maximize the probability of achieving your investment goals and objectives.
Annuity Evaluation
Our Annuity Evaluation Program offers a no-obligation annuity contract review. Following our review, we'll present you with a summary of your annuity and the details that are important for you to know.
If you determine an annuity isn't right for you and your financial goals, we'll explain your options.
Passion For Results
Institutional Expertise
Corporations, pension funds, endowments and other institutions conduct in-depth analysis and thoroughly scrutinize a number of investment advisers before hiring one. Finance Buzz Limited has a long history of managing assets for such institutions and provides similar institutional knowledge to individuals and families.
Investing with us means you get a disciplined investment strategy along with our high-touch client service.
We seek to maximize opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. Home-country bias may also lead to a lack of portfolio diversification. Investing globally helps us take advantage of worldwide opportunities other money managers may miss.
We seek to maximize opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. Home-country bias may also lead to a lack of portfolio diversification. Investing globally helps us take advantage of worldwide opportunities other money managers may miss.
Our Benefits
Why Choose Us
Investors have a lot of wealth management options these days. But with so many choices, it can be hard to know what's best for you. We believe in a tailored investment management approach.
There are no cookie-cutter portfolios, no high-commission investment products and no commissions on trades.
There are no cookie-cutter portfolios, no high-commission investment products and no commissions on trades.