Our Story

If clients can earn, it means they have the power to spend and invest.
If clients can spend and invest, the economy will also grow.
We are a team of reliable practitioners with more than 10 years of experience in various financial industries.
We not only provide advice but also implement it.

Vision

We see a relevant local advisory firm with a global mindset/global influence.

Menjadi firma advisory lokal yang punya dasar pemikiran global/pengaruh industri keuangan global.

Mission

To build generation of youth that is financialy stable and successfully retire.

Membangun generasi muda yang stabil secara finansial dan sukses memasuki masa pensiun.

Value

Relevancy

We believe that the essence of financial goals remains determinate, but the methods can be modified.

Excellence Service

We leverage our high expertise to be your partner.

Trustworthy

We are honored to earn your trust and are committed to keeping it safe by securing your data.

Intergrity

We place high integrity above all.

Wise

We put clients’ interests above our own to build a solid financial foundation

Our Teams

Julius Andre Candra

Chief Executive Officer

Nurfitria Pratiwi, CFP

Chief Operation Officer