Investment Advisory

With years of experience, Mega Equity has earned a reputation for trust and superior client management. At Mega Equity, our clients have access to certified investment advisors with expertise from domestic investments to international investment opportunities. We integrate traditional brokerage and advisory services into a single client solution while offering ready access to your personal investment advisor. Our team has the experience to address the different needs of our clients and help them move closer to their financial goals.

Our Private Client Investment Service assists clients to meet their financial goals, Capital Growth, Income Generation etc.

The common concerns that customers face include:

  • Will a government pension or provident fund be enough to maintain a quality retirement lifestyle?,
  • How can I save for education funding?,
  • Meeting short-term goals i.e. new house, boat etc.,
  • Leaving behind a financial Legacy to family members

Through a structured investment process, Mega Equity can help you to create and maintain an investment strategy that can combine a long-term perspective.

Mega Equity can act as a non-discretionary sub advisor to investment managers of equity funds. We can offer daily monitoring of positions and the provision of specific buy and sell recommendations.

Our sub-advisory services are available to:

  • Provident funds
  • Fund Mangers
  • Private Wealth
Forex and CFDs are leveraged products. As such they involve a high level of risk and can result in the loss of all your invested capital. These products may not be suitable for all investors therefore before deciding to trade or invest, please ensure you understand the risks involved. Seek independent advice if necessary.

What is Financial Planning?

Financial planning is about you and your money. It involves (1) identifying your goals, both qualitative and quantitative, and (2) using planning strategies, which include identifying your risk tolerance, investment objectives, and time frames in order to achieve your goals.
Many people typically buy investments without a well thought out financial plan. This can lead to trouble down the road.
At Mega Equity, financial planning is a long term approach to managing client relationships. Our goal – oriented process assists clients in organizing their financial information and understanding their financial situation. The financial planning process includes helping our clients to identify their financial needs and set their goals, prioritize these targets and then implement strategies to achieve them.

Here’s how it works:

Step 1. Profile meeting:

You will meet for about an hour with one of our Certified Financial Advisors to gather some information about you and your family’s goals, needs and resources.

Step 2. Prepare Plan:

Your data will be analyzed and a financial plan will be developed based on the information you provide us.

Step 3. Present & Implement:

Within 2-3 weeks, we will review your plan together and you can then decide if you want to implement the steps needed to set the plan into action.

Step 4. Update & Review:

Your personal Financial Advisor will monitor and update this plan with you on a regular basis to ensure that we are on target with your goals and objectives.

These four steps are the key to your financial plan, and the key to your financial future.

Remember, financial planning is not a one-time event. It is a process that will put your money to work for you and enable you to achieve your financial goals. Results do not occur overnight…..they take place over time. Your personal Financial Advisor at Mega Equity will be there for you throughout this effort, to assist you in achieving your financial goals.

Mega Equity and its Financial Advisors do not provide tax or legal advice. Therefore, please consult your personal tax advisor or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trust and estate planning.

Queries involving taxation, personal tax, and estate planning should be addressed by tax advisors and attorneys etc.

For further information about setting up your own financial plan, please contact us at + 357 22 711 711 and ask to speak with a Certified Financial Advisor.