Financial Planning

Aiva Financial Planning provides flexible investment solutions with access to a wide variety of financial assets tailored to each investor’s specific needs.

Either through products that provide access to the main investment fund houses for clients that are looking to start building and growing their capital, or through open architecture products for investors with more experience and more sophisticated needs, our first-class international solutions enable efficient financial planning.

Our business model is backed by state-of-the-art online platforms, which allow both advisor and investor to manage and track their accounts wherever they are.

Moreover, these accounts provide solutions with tools that allow succession planning, through the nomination of beneficiaries and additional measures for protection of assets through a trust structure.

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