Private Portfolio Consultation

Built for parents who want to
start investing for their children
but don't know where to begin.

A 1-on-1, fully personalised session where we review your situation, build a portfolio tailored to your child's timeline and your financial goals, and give you a clear, actionable plan you can start the same day.

Apply for a session By application only  ·  Limited spots
What's included

Three things. One session.

Everything you need to go from uncertain to invested — in a single 60-minute conversation. No homework before. No confusion after.

01
Your personalised portfolio
We build the exact fund allocation for your child's age, your monthly budget, your risk comfort, and your country — not a template. Yours.
02
A written plan you keep
After the session, you receive a written summary — the funds, the percentages, the account type, and the exact steps to open and fund it. Nothing left vague.
03
Ongoing support
Questions don't end when the call does. You get direct access to follow up after the session — so you can actually execute the plan with confidence.
How it works

Four steps from application to plan.

Step 01
You apply below
Fill in the short form — your situation, your child's age, what you're hoping to achieve. Takes under 3 minutes.
Step 02
We review your application
We read every application personally. If it's a good fit, you'll receive a calendar booking link within 48 hours.
Step 03
The 60-minute session
We go through your situation in depth and build the portfolio together — live, on the call. You ask everything. Nothing is rushed.
Step 04
Your plan arrives
Your written portfolio plan lands in your inbox within 24 hours. Open the account. Start the standing order. Done.
The deliverables

What you walk away with.

01
Custom fund selection
The exact ETFs for your situation — not a generic list. Tailored by age, budget, geography, and goals.
02
Allocation breakdown
Precise percentages for each fund. How much goes where, and why — in plain language you can explain to anyone.
03
Account setup guidance
Which broker to use, which account type is right for your country, and the exact steps to open and fund it.
04
20-year projection
A realistic simulation of what your specific portfolio grows to — based on your monthly contribution and actual historical index returns.
05
Written plan document
Everything from the session in a clean, shareable PDF you can reference, revisit, and act on any time.
06
Post-session access
Direct line to follow up after the call. Questions when you're actually setting it up — answered.
The session

60 minutes. Everything changes.

Most parents spend months reading, comparing, second-guessing — and still never start. One focused session removes all of it. You end the call knowing exactly what to buy, how much, and where.

Format 1-on-1 video call
Duration 60 minutes
Booking By application only
Spots Limited availability
Price Revealed on acceptance
What we cover on the call
A full portfolio built around your child's future.
We don't talk theory. We open a blank document and build your child's portfolio from scratch — live, together, in real time.
  • Your child's age and the exact time horizon we're building for
  • Your monthly budget and how to allocate it across the funds
  • Which ETFs make sense for your country and broker
  • How to handle dividends — reinvest or withdraw
  • What to do when markets crash (and they will)
  • When and how to rebalance, and how long it takes
  • Every question you've been holding since you started reading
Who this is for

Right for you if any of this sounds familiar.

Parent
You want to start but don't know which broker, which funds, or how much
You've read the articles, watched the videos — but every source says something different. You need one clear answer, not more content.
Already started
You're investing something but not sure if it's the right thing or right amount
You opened an account, picked a fund, and now you're not confident it's optimal. We'll review it, fix what needs fixing, and give you certainty.
Planning ahead
Your child isn't born yet — and you want the account ready on day one
The best time to open an account is the day they're born. The best time to plan it is now. Come in before they arrive and leave with a plan you can execute immediately.
Apply for a session

Tell us about your situation.

We review every application personally. If it's a good fit, you'll hear from us within 48 hours with a calendar booking link. If it isn't the right time, we'll tell you honestly and point you in the right direction.

We review personally within 48 hours. If accepted, you'll receive a calendar link to book your session.
Application received
Thank you for applying. We'll review your situation and come back to you within 48 hours. If it's a good fit, you'll receive a calendar link to book your session. Keep an eye on your inbox.