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Grace Soko
Client Portfolio Manager at Money Acumen Advisory
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Work Experience
Client Portfolio Manager
2023 - Present · 1 years and 11 months
Marketing And Business Development Specialist
2023 - 2023
Wealth Consultant
2021 - 2023 · 2 years
Company Details
2-10 Employees
Money Acumen Advisory is an Independent Financial Advisory Firm based in Lusaka, Zambia. We specialize in offering financial advisory services such as; *Financial Planning *Investment Advisory *Introduction to Stocks and Shares *Bonds Advisory *Debt Restructuring *Retirement Planning *Education Fee Planning *Trust Funds *Corporate Advisory *Financial Literacy training Our aim is to provide you with expert advice and tailored Financial solutions to your needs and requirements. We offer Financial Planning services that will ensure working closely with the client, establishing a blueprint and devising bespoke financial strategies and solutions that help them create, grow and maximize their wealth. As a client you will gain access to; *Expert Investment Financial Advisors. *Well researched products and service providers on the market. *Regulated and Compliant Service. *Unbiased, Independent advice, with the option of advising service providers that best fit your solutions.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
Lusaka, Lusaka, ZM
Keywords
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