Jika kamu dapat menjalani hidup tanpa harus khawatir tentang uang, apa impian kamu yang ingin diwujudkan?"
At the core of our approach is a commitment to hands-on and collaborative financial planning. We work side-by-side with you to address your financial goals, applying our expertise directly where it’s most needed to ensure effective and personalized solutions.
We believe our financial planning consultation must deliver tangible results. Equally important, we aim to empower you with the knowledge and skills needed to manage your finances independently and continue to achieve your financial goals even after our consultation ends.
We adhere to global financial planning standards and practices, drawing on our experience working with major High Net-Worth Individuals (HNWI) clients. Our approach integrates these standards while tailoring solutions to fit your specific local needs, including wealth accumulation, wealth protection, and wealth distribution, to help you achieve your financial goals.
We offer a range of financial planning programs and investment options to cater to various stages of your financial journey. Whether you’re just beginning to innovate your financial strategies or looking to elevate your current initiatives, we provide flexible solutions designed to meet your evolving needs. We employ goal-based investing and assess risk tolerance based on your financial goals.
Client Portfolio
Oke Finansial
Is trusted by financial leaders and corporations for expert financial planning
Kesejahteraan finansial adalah fondasi penting dalam kehidupan setiap individu. Bagaimana seseorang mengelola uangnya tidak hanya memengaruhi aspek keuangan, tetapi juga berdampak pada kesejahteraan fisik, emosional, dan bahkan meningkatkan kinerja perusahaan.
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OFIN Academy
Kelas yang Akan Datang
Kami percaya bahwa dengan perencanaan keuangan yang tepat, berpotensi menciptakan keajaiban dan kesejahteraan finansial bagi masyarakat Indonesia.
Tidak ada yang peduli keuanganmu selain kamu dan aku.