DO YOU HAVE A PLAN FOR YOUR CAREER?
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At every stage of your career there are skills that form the base of your performance. These are domain agnostic…
Tech for Stronger Client Connection
Tech for Stronger Client Connection
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Learn more
Protect Your Greatest Asset
Attract the Next Generation of Clients
Attract the Next Generation of Clients
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Our Purpose
clarify and simplify the means by which our clients
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Frederik Haansen
President Director
our Services
The core values of our firm are integrity and transparency
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Financial Planning
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Investment Advice
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Investment Strategy
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Retirement Planning
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01
Base Case
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02
Agreement
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03
The Details
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our team
The Team Behind cartagena Services
offer more
Safeguard your business against the unexpected
Advancing Workplace Diversity
Our mission is to transform the future of our profession by driving successful outcomes for clients
Markus Rodrigues, CEO Colibri
Diversity and Inclusion
We work to advance the profession of financial guidance by ensuring financial professionals have everything they need
Mission Statement
Full service
Our Full Service plan includes
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Financial planning
Investment advice
Networking
Our Blog
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