FINANCIAL PLANNING IS ABOUT TODAY'S CHOICES SHAPING TOMORROW'S OUTCOMES
HOW WE WORK
At Ocean Tree, we believe in a personalized approach to financial planning, tailored to meet the unique needs of each client. Our process is built around transparency, collaboration, and a commitment to understanding your financial goals. By combining our expertise with your aspirations, we craft strategies that adapt to your evolving circumstances, ensuring long-term growth and security. Whether you're seeking to manage your wealth, invest in future opportunities, or plan for retirement, we work closely with you every step of the way to achieve the best possible outcomes.
We understand that clients' circumstances can vary in an ever-changing world. That's why we offer savings and investment options that are versatile and adaptable, providing a high level of flexibility to meet your needs.
We appreciate your need to make your money work harder for you and provide you with the greatest returns possible within a risk environment that meets your appetite.
​We will take a holistic approach to reviewing your circumstances, matching a full savings and investment strategy to achieve your financial goals.
We will complete a fact find, then analyse all the gathered information to produce a recommendation. We will provide illustrations and literature appertaining to our recommendation.
We take full legal responsibility for all advice given. We produce all documentation, complete all administration and process your application in house.
We only deal with leading, highly regulated financial institutes, who provide the highest levels of protection on your savings and investments worldwide.
We understand that clients' circumstances can vary in an ever-changing world. That's why we offer savings and investment options that are versatile and adaptable, providing a high level of flexibility to meet your needs.
We provide ongoing wealth management services including; portfolio management, full reporting services, reviews of your savings and investments, continued communication with clients and providers and online access to your investment portfolio.
Anyone residing in Bermuda can benefit from our services. Bermudians, the Expat Community and anyone Internationally Mobile.
Assets can be held in various dominant currencies as we work on a global platform, including US Dollars, Pound Sterling, Euros, Japanese Yen, Swiss Francs, Australian Dollar & Hong Kong Dollar.
Ocean Tree can access a very broad range of products to tailor to the individual client. Whether you are of modest means or a high net worth individual, we can work to your budget. ​
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We can accommodate various time horizons from 5 to 40 years and can devise a strategy to your risk appetite. Minimum lump sump investments are $5,000 and minimum regular contributions are $300 per month. There is no maximum on how much you can invest with us.
