"Securing Family Wealth for Generations"

New Dawn wealth management process is distinctive. We begin with a Discovery Process that gets to the heart of what our clients are seeking to accomplish with their existing wealth management...
How do I make sense of all my investment options? Investments in real estate, stock or insurance: the decision should be well-thought through and can only be optimally made in the individual...
How can I turn my financial success into a lasting legacy? Train up a child in the way he should go [and in keeping with his individual gift or bent], and when he is old he will not depart from...
What is my current financial worth? Be diligent to know the state of your flocks, and look well to your herds - Proverbs 27:23 For most new clients, a financial plan must precede other services....

Financial Planning

What is my current financial worth?

Be diligent to know the state of your flocks, and look well to your herds - Proverbs 27:23


For most new clients, a financial plan must precede other services. During the planning process, we gather and analyze data about your

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Wealth Management

How can I turn my financial success into a lasting legacy?

Train up a child in the way he should go and in keeping with his individual gift or bent], and when he is old he will not depart from it. - Proverbs 22:6

Our sole commitment is to enhance the financial lives

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Value Added Services

How do I make sense of all my investment options?

Investments in real estate, stock or insurance: the decision should be well-thought through and can only be optimally made in the individual case.

 

Take advantage of our broadly diversified experiences in all financial and investment matters

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City Financial

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City Financial Wealth Fund City-Financial-Logo The City Financial Wealth Fund allows investors to benefit from the in-depth macroeconomic research that underpins the much-asset investment process. It provides access to a diversified range of asset classes and is designed to be a core long-term holding for investors. This approach aims to achieve capital growth through a long-term strategic asset allocation framework.

 

At New Dawn we offer two service levels, FINANCIAL PLANNING and WEALTH MANAGEMENT. In addition, Wealth Management clients will be entitled to our Bespoke VALUE ADD SERVICES.The scope of services are determined at the time of engagement and FEES will be based on the services that the client will select....Readmore

 

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