About Us

DNA WEALTH CONCIERGE

How we work

INSIGHT, CLARITY, TRANSPARENCY AND INTEGRITY ARE EMBEDDED IN OUR DNA

DNA Wealth Concierge was born from the concept of providing accurate information on a range of financial services to international clients. This idea was driven by the frustration of witnessing traditional banks lose their ability to perform due to internal and regulatory conflicts, and financial advisers offering expensive packaged solutions, neither being appropriate for the end consumer in a world governed by regulation, price transparency and the necessity to report.

ACCURATE AND RELEVANT INFORMATION

Our company goal is to empower our client through the delivery of concise and accurate information, thus allowing customers to make informed decisions on all aspects of financial matters without undue costs.

EXPERIENCE IN TAX AND WEALTH MANAGEMENT

We are not a bank, stockbroker or traditional financial adviser. We are an independently owned provider of information on a range of financial services. We offer an alternative to the traditional ways of getting financial advice.

STRATEGIC PARTNERS:EXPERTS IN THEIR OWN COUNTRIES

We believe the use of strategic partners combined with price transparency distinguishes us from other in country advisors and assists us in clearly meeting our clients objectives.

"We are designed to help international clients to make informed choices on tax and wealth management services."

Why Us

INSIGHT, CLARITY, TRANSPARENCY AND INTEGRITY ARE EMBEDDED IN OUR DNA

Clients choose DNA Wealth Concierge because we give them the four key things they want from their financial planning: Insight about their financial position now and in the future; clarity about how best to plan ahead; transparency regarding costs and fees and integrity to diligently support them and their families along the way.

INSIGHT

A range of specialist firms dedicated to specific areas of expertise
The ability to identify problematic areas and address them

CLARITY

Coherent and intelligent
Advice or information aimed at resolving a problem or difficulty, provided by someone with relevant knowledge

TRANSPARENT

Ability to accurately report on a timely basis
Clearly communicating fees and costs associated with advice and services

INTEGRITY

Doing the right thing in a reliable way.
Understanding and not selling, is the cornerstone of client -adviser relationships