At Golden Investments Holdings Limited, financial independence is defined as: building a portfolio of financial assets that can generate an income to cover all of your expenses without the need for earned income. Beyond that, whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in achieving those goals.
An effective and specifically tailored plan goes beyond the realm of saving, budgeting, and investing. It also includes other elements of your financial picture—such as insurance planning, tax planning, retirement planning, and estate planning—and integrates them into your comprehensive plan.
At every stage, our financial experts will be right there by your side. We want to make the implementation process for you as simple and convenient as we can. Through foresight, encouragement, and professionalism, we’ll make sure each step of your plan is implemented.
We want to make sure you reach your financial objectives. We will be meeting with you to discuss the best method to achieve the year's goals over the course of the next 12 months between the time we complete your plan and the time it receives its next update.
We are licensed for Investment Management, Financial Consultation and Financial Analysis, Financial Advisor, Promotion and Listing advisor by Securities & Commodities Authority, UAE.
Our aim is to deliver great value to our clients and stakeholders while upholding a firm foundation of corporate ethics. We strive to be the go-to source for a full range of high-quality financial solutions for the destination of capital from and to the MENA area
We follow a team approach where our clients are a client of the firm, as opposed to just one particular advisor. We feel that by harnessing the power of the expertise of every member of our team, we can deliver better advice than firms that just assign you to one particular person.
In working with you, we are held to a fiduciary standard ensuring that our recommendations are always delivered with your best interests in mind. We provide services on a fee-only basis, which we believe removes the conflict of interest inherent in selling investment products for commission.