OUR SERVICES

One to One Consultation

One to one consultation is customized to meet the specific needs of each client. We work collaboratively with you to identify your goals, financial concerns, savings methods and investment options.

You will be given a budget sheet, risk profile questioner and some questions to answer for our review before we begin the meeting. This will allow us to go over your answers in the meeting and address all financial concerns and make recommendations.

Couple Consultation

It's important that couples plan their financial future together. Both voices are equally important when making big financial decisions. We can help realize your goals together.

You will be given a budget sheet, risk profile questionnaire and some questions to answer before you begin the meeting. This will allow us to go over your answers in the meeting and address all financial concerns and make recommendations.

Money Management Session

Does this sound like you?

Don't understand how your income doesn’t seem to last the month?
Your goals don’t seem to get accomplished.
Thought about investing but don’t know how to start!
Worried on how you will be able to afford your children's college education
Want to retire early or with more money than just your pension
Banks' products (loans, cards, insurance) don’t make sense!

We got you covered!

Enroll in the No1 Money Management session in Oman today to get the best financial education you need to take control of your finances and achieve success.

It is conducted every month on a Saturday. Limited seats are available at each session.

Get in touch with us today to book your seat.

Customized Corporate Trainings

We are able to provide informative , fun and engaging money management sessions for your employees. We focus on customizing the session to meet the specific needs of each client.

SMART MONEY CLASS

Take advantage of the unique opportunity to attend a highly rewarding two-day program that can bring a paradigm shift in the way you think about money.

Learn smart money management methods to save, and invest money in Oman.

• Learn to Change your Money Mindset
• Become equipped on how to budget your income
• Understand the different types of investments in Oman
• Deep dive into Banking Products (loan, credit cards)
• Understand on why insurance so important

ONLINE ZOOM SESSION + ONLINE TUTORIAL

Financial Wellness

What is Financial Wellness?
Financial wellness is a state of financial well-being in which you can comfortably pay your debts, meet immediate financial needs, survive unexpected financial emergencies, and plan for long-term financial goals such as children's education costs and retirement savings.

Benefits of Financial Wellness
Financial wellness reduces stress, adds meaning and purpose to your life, ensures financial stability, and prepares you for unexpected financial emergencies.