About Oscar Wealth
What we do
Oscar Wealth is a firm of independent financial advisers specialising in the provision of Holistic Financial Planning advice to companies and private clients. We have been guiding our clients through the complex maze of financial services. Our business has evolved primarily through client recommendations.
Based in Switzerland, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients’ wealth and sense of financial well-being. Our administration office is based in Doha Qatar.
Oscar Wealth is supported by a team of excellent administration and investment products specialists whose teamwork and professionalism help Oscar Wealth build long-term relationships with its growing client base and provide excellent customer service.
What are you looking for?
Before moving on, we would ask that you consider the following questions and share your answers with us so that we can ensure that we provide you with the service that you are looking for.
What do you expect from your Financial Adviser?
- Why is that important to you?
- What would it mean to you to get that level of service from us?
- What things have you valued in the past when dealing with wealth management firms and why?
- What things have frustrated you in the past when dealing with financial advisers and why?
- If you have used a different Financial Adviser in the past, why are you now talking to us about your future financial objectives?
As a wealth management firm, the needs of our clients remain at the core of what we do as experts in understanding the needs of business owners and private clients.
- Firstly, we want to be valuable for our clients. Fundamentally, this is achieved by creatively presenting choices for consideration and finally, by delivering leadership to respectfully complete any agreed plans.
- Everyone’s economic and life situation is unique, and we keep that in mind when providing financial advice. We believe that personalised service is essential when matching clients with the right financial products and services.
- We understand our clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. We believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals.
- Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.