Wealth Management for Financial Freedom
At Rich in Progress, our Wealth Management service helps everyday people move from money confusion to financial clarity. Using our simple map—the Wealth Engine (to build and manage money) and the Essence of Freedom (to own and sustain wealth)—we guide you through every stage of financial growth.
We begin by understanding your unique goals, lifestyle, and comfort with risk. From there, we design a tailored plan that integrates income growth, smart budgeting, saving and risk management, investing, property planning, and a strong money mindset. Each element connects seamlessly to support your financial health and long-term vision.
Our dedicated team provides ongoing support, reviewing your plan regularly and helping you adapt to life’s changes and market shifts. With practical tools, clear education, and personalized guidance, we empower you to make confident financial decisions, build lasting wealth, and achieve true freedom—one step at a time
Income & Growth
Explore ways to boost your earning potential through strategic career planning, skill enhancement, freelancing, side hustles, and passive income streams. Learn to leverage opportunities and optimize your professional journey for sustainable financial growth.
Property, Tax & Long-Term Planning
Navigate home ownership, tax efficiency, retirement planning, pensions, and estate strategies. Learn to make informed decisions that maximize your assets, secure your future, and leave a meaningful financial legacy for yourself and your family.
Investing & Asset Building
Grow your wealth strategically through stocks, ETFs, real estate, and other diversified investments. Understand risk management, portfolio building, and long-term strategies that allow your money to work for you while preserving financial security.
Budgeting & Cash Flow Mastery
Take charge of your finances with effective budgeting, meticulous expense tracking, and emergency fund strategies. Assess your financial health, manage cash flow efficiently, and create a clear plan that ensures stability and freedom in your daily money management.
Mindset, Education & Purpose
Cultivate a positive money mindset, build healthy financial habits, and maintain focus on your goals. Benefit from mentorship, community support, and continuous learning to grow personally, professionally, and financially with clarity and purpose.
Saving, Debt & Risk Management
Master debt reduction, understand interest rates and inflation, and build a robust savings plan. Learn to manage credit, insurance, and financial risks to protect your future and create a secure foundation for long-term wealth.
How It Works
Assess & Plan
We start by helping you understand your financial picture — your income, spending, debts, and goals. Together, we’ll map out your priorities and design a realistic plan that fits your lifestyle, including clear budgets, savings targets, and debt strategies.
Automate & Grow
Next, we make your money work for you. We’ll help you set up smart automations for saving, investing, and bill payments so you stay consistent without the stress. From there, we focus on growing your wealth — adding income streams, building investments, and maximizing tax-efficient opportunities.
Protect & Sustain
Finally, we help you secure what you’ve built. We’ll put measures in place to protect your finances through insurance, emergency buffers, and long-term planning. Regular reviews ensure your strategy stays aligned with your goals and adapts as your life evolves.
Personalized Investment Strategies
Risk Management
Philanthropic Planning