Financial Planning
Comprehensive Financial Planning
This service offers a holistic approach to financial planning, covering all aspects of your financial life, including budgeting, saving, investing, retirement planning, insurance, estate planning, and tax strategies
Focused Financial Advisory
Focused financial advisory services target specific areas of your financial life, such as retirement planning, college savings, tax optimization, or estate planning.
Financial Coaching and Guidance
Financial coaching services focus on providing education, motivation, and accountability to help you make better financial decisions and achieve your financial goals.
Navigating Financial Planning Options
Retirement
As you near retirement, you will want to continue planning for this next phase of your life. Remain focused on saving for retirement and begin to envision and organize how you plan to spend and enjoy these future years.
Dream House
Financial planning helps you articulate your homeownership goals clearly. Whether it's buying a first home, upgrading, or investing in property, having a plan ensures you know what you're working towards.
College
Making decisions about college can feel overwhelming… and why not? From finding the right school to living away from home for the first time, there are many decisions and new responsibilities. As tough as this may be, remember that every year, thousands of students just like you successfully start this new chapter in their lives.
Getting Married
Getting married is about more than spending your life with that special person you love. Marriage is one of the biggest lifestyle adjustments most of us will make. Merging two lives into one takes planning and compromise. Beyond the wedding day, there are many considerations to take into account.
Starting Family
Starting a family is a big decision, and with it comes more responsibility and planning. As a parent, you will want to offer direction from many perspectives. This brochure shares some suggestions to help you navigate life with children.
Charity
Make an impact to your favorite charities, build a family legacy of giving.
Featured Capabilities
Arab Asset's financial planning offers a range of active strategies that span the full spectrum of value.
Unmatched Proficiency in Global Value Investment
Our legacy is built upon the visionary principles of our founders, who championed a forward-thinking investment approach rooted in creativity and a willingness to challenge norms
Diversified and Experienced Investment Team
The breadth of our team, our expansive regional presence, and our adaptability enable us to deliver comprehensive coverage across the entire investment universe.
Worldwide Capabilities, Boutique Philosophy
Prudentia Investment blends the extensive resources of a global financial leader with the focused expertise and personalized service of a successful boutique firm.
Complete Range of Value Offerings
Whether it's deep cyclical value, growth and quality at appealing prices, regional prospects, or specialized exposures across various themes, we offer a comprehensive array of equity strategies to meet diverse value objectives
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