BOAZ Management and Financial Strategies Ltd(BMFS)
SERVICES
We render the following services to our potential & existing customers:
- Stockbrokerage
- Asset Management
- Financial Consultancy
- Training/Learning Consultancy
STOCKBROKERAGE: At BMFS we give expert advice and recommendation which will assist our clients in making informed investment decisions. Such decisions revolve around -
- Securities Selection
- Securities Sales
- Portfolio Creation
- Risk Management
We have seasoned professionals who manage our client's portfolio by buying into various securities which include: shares, bonds, derivatives etc, to meet specific investment goal for the benefit of the investor which comprises the following categories -
- Individuals
- Corporations
- Pension Fund Managers
FINANCIAL CONSULTANCY: As a Financial Consultant, we render carefully researched advice on all financial services: Investments, Pension and Life Assurance to meet our client's financial needs.
| Personal Financial Planning | Identify what you want to live on in Retirement |
| Corporate Financial Planning | Enhanced Profit and Protected Ownership |
| Life Assurance and Preservation of Wealth | Mitigation of the effects of Unforeseen Consequences |
| Investment Advice and Savings Plan | Building future financial comfort |
Personal Financial Planning: We assist our clients plan for their retirement, review what their current arrangements are and provide advice on how to bridge any gap which may exist.
- Personal Pensions
- Stakeholder Pensions
- Review of deferred pension provision
- Company pension schemes
Corporate Financial Planning :
We work to enable your business enjoy protection of profits and ownership. We can also advise on Employee Benefits in the following ways -
- Reduced Taxation
- Protection of Profit and Ownership
- Director Pensions
- Small Self Administered Schemes
- Self Invested Personal Pensions
- Group Private Health Insurance
- Group Pensions
- Employee Benefits
LEARNING CONSULTANCY : As Training/Learning Consultants, we collaborate with organizations in re-engineering their Learning Functions, Identifying Learning Needs and developing appropriate Learning Curriculum that will build the capacity of our clients and their employees.
We also organize courses, seminars and colloquia to upscale the competencies of our clients.