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资产配置

实现财富自由是每个人的最终目标,而用资本产生收益是其中一个必要环节。我们每个人或多或少都有有形资产(如房产或设备器材)和无形资产(如人力资本、知识产权、信誉或金融资产)。这些资产是更是可以通过一定的时间积累和良好的资产管理,来提升所拥有的价值。选择不同的工具就意味着将会获取不同的收益和承担相应风险。天圆财富根据客户风险等级、财务状况等,将多样的财务管理模式和产品,通过安全的资产配置方案提供给客户。并可为客户提供市场范围内各类产品优劣势的咨询,将各类金融产品进行投资组合,给出专业的资产配置建议及进行后续资产管理服务。

Consulting WP – we help companies assess their skills and choose a new direction which utilizes the talents of the team and resources most productively.

Safety net & build wealth

You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.

Business planning & strategy

Our clients are often surprised by the possibilities we present to them; by thinking outside the box we present exciting new ventures:

  • Work fewer hours — and make more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Hone sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can leave for days,

Research beyond the business plan

We also ensure that the whole team is included in the process and that no one is left out during the turnaround. The most crucial part is ensuring some degree of financial stability during the turnaround.

This is the most worrying part for most clients going through or needing a turnaround; it means that incoming cash flows will change completely. We help ease these issues through fantastic financial projections and a realistic view of what can be accomplished.

Creating a list of potential qualified prospects for your service or product can be daunting when you’re beginning your business. However, this needs to be considered as a follow up on your Target Market Analysis so you can hit the ground running.

Business plan market

A strong business plan requires going beyond intuition and experience, and supporting your idea with fact-based market research. Investors need to have confidence in your understanding of the market, so don’t let yourself down by skimping on research. We have access to fee-based, subscriber-only resources such as:

  • Don James/Semplice – Article and News Research
  • VoltageBusiness – Company and Industry Research
  • Goovers – Company and Industry Research
  • IRISpace – Article and News Research
  • Lexos-Nexos – Company, Industry, Market Research
  • Plombett – Article and News Research
  • Pronounce – Market Analysis report “Slices”

Competitor research & analysis

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