Financial planning

“2023 may go down in the history books as the year America lost faith in its banks”

Our vision

The world is currently facing exceptionally challenging times, so it is crucial to prepare for the future. Hence why Financial planning is the core of our strategy.

Wether you have personal or professional goals, we help you shape the life that you want. We also help you build a reliable safeguard for any unforeseen circumstances, and plan for retirement to insure financial stability in the future.

Did you

know ?

Only a fraction of your deposited funds at a bank is kept as liquidity, the majority is strategically invested in various avenues, including loans, government bonds, and other assets?

While this allows banks to generate considerable returns, it is crucial for individuals to be aware that traditional savings accounts and investment opportunities with fixed return often yield minimal interest. This may not effectively counteract the impact of inflation over time.

How to

Invest ?

Financial planning

1. budgeting

Categorize your current expenses, review any recurring and subscription based payments, and create a budget aligned with your goals

•

2. debt management

Explore opportunities to refinance outstanding debt for better terms and avoid resorting to any interest based service

3. Risk managing

Thoughtful consideration of tax and insurance planning calls for obtaining the appropriate amount of health, life, homeowners, auto general liability insurance

4. plan for Retirement

The responsibility for retirement planning has shifted from employers to employees, and the availability of funds under social security may change in the future

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Now FREE !

For a limited time only

diversification

is key

The Central Limit Theorem (CLT) shows how considering alternative investment opportunities can offer higher returns. At Greenberg, we offer solutions tailored to your risk tolerance, long-term objectives and your financial goals.

  • Individual banks act as intermediaries, limiting client control over returns. Capped savings accounts with fixed returns can stifle wealth growth.

  • The interdependence of banks poses risks during economic downturns. Diversifying beyond traditional banking, investing directly in the financial markets will allow you to subtract bank intermediary fees and create a less vulnerable, diversified portfolio.

  • Seeking alternative investments empowers individuals in wealth creation, bypassing various limitations imposed by banking sphere (on loans, line of credit, etc).

  • Economic dynamics require adaptable investments. Exploring emerging alternatives can yield more robust returns.

Compound interest

This compounding phenomenon not only maximises your overall returns but also accelerates the accumulation of wealth, emphasising the importance of starting early to harness the full potential of compounding to achieve your financial goals.

The power of compounding interest lies in the snowball effect it creates on your initial investment. As your earnings generate additional returns over time, these gains are reinvested, leading to exponential growth.

Book a call

with our team

A Greenberg consultant will take time to answer all your questions.

During this appointment, we will show you how the system works and what returns you can expect by establishing a plan for the next 6 to 12 months.

Let’s talk about your future !