The importance of Truly Independent Advice
We’re ON YOUR SIDE
SCI Wealth advisers role is to understand your financial goals and recommend the most suitable investment strategies -
diversified locally and internationally.
James Fern CFP®
My name’s James Fern. I’m a CFP® professional and director of SCI Wealth.
The Certified Financial Planner designation is an international standard, met by post-graduate qualification and ongoing Continuous Professional Development.
My team and I have been giving financial planning and investment advice for over 20 years in Botswana.
Over those years we’ve honed our skills and our systems to help you build a secure, tailor-made investment portfolio for yourself.
If you’d like to see for yourself how it works, drop us a quick message below - for a free, no obligation discovery session.
Sample client log-in to secure online investment facilities.
MSCI World Index
Gold Price (USD)
US Dollar vs Botswana Pula
SIX STEP FINANCIAL PLANNING PROCESS
We’ll introduce our ideas to you at a complimentary, face-to-face discovery meeting.
We’ll seek to understand where you are now financially, and what you need to achieve in the future.
If you’re in a position to invest for your future, we’ll gauge your appetite for risk, and counsel you on the level of growth you should target.
We’ll develop a financial plan for you - tailor made for your goals.
We’ll help you to build diversified investment portfolios. That may include cash, stocks, bonds, property & commodities - to grow your wealth.
We’ll be at hand to monitor your investment plans on an ongoing basis, building a trusted relationship that can last many years.