What We Do
Wealth & Asset Management
We specialize in helping people living and working outside of their home countries with all areas of their financial planning and wealth management needs. By working together with some of the largest financial institutions and trusted partners we can advise on a wide range of options for our clients, helping them reach their future financial goals.
We provide financial planning, access to regular and lump sum investments, private retirement planning, education fees planning, portfolio management, life insurance, tax & estate planning strategies, property investment & mortgages, and more. Being independent, we are not tied to any one financial institution and are free to give you objective advice on all the options available to you.
As an Argentum client, you will receive regular reviews and contact from your adviser. You will also be supported by a dedicated and professional servicing team that is available to assist you with any matters relating to your accounts. Argentum Online offers clients the benefits of always being able to access up to date information on their accounts. Additionally, you will receive our monthly market updates, quarterly evaluations, and information on the latest market trends and opportunities.