Fiduciary: Founded in trust and Ethically bound to your best interest

Investment Advisory combined with Holistic Financial Planning.

As a fee-only Registered Investment Advisory firm, we're held to a fiduciary standard. It's a promise that we'll do only what we believe is in your best interest.

Cheers

Mobirise

Milagre: An exceptional product or achievement, or an outstanding example of something. 

Milagre is the Portuguese word for Miracle. A miracle is generally defined, according to the etymology of the word—it comes from the Greek thaumasion and the Latin miraculum—as that which causes wonder and astonishment, being extraordinary in itself and amazing or inexplicable by normal standards. My entire life has been a miracle and I owe much of our success to the trust and loyalty of our family of clients with some of those relationships spanning over 40 years of financial planning service with Paul, and the unbounded commitment to excellence by our team. In this context, Milagre means to reach for the seemingly impossible.

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  • Firm Brochure (Form ADV Part 2A) 
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  • Sources for the meaning and definition of the word Miracle (Milagre): Encyclopedia Britannica, Oxford dictionary 2018, and,  the book Asian Education Miracles: In Search of Sociocultural and Psychological Explanations by  Gregory Arief D. Liem who is an Associate Professor at the Psychological Studies Academic Group, National Institute of Education, Nanyang Technological University, Singapore. And, Ser Hong Tan is a PhD candidate at the National Institute of Education, Nanyang Technological University.

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Mobirise

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