Wealth Consultancy Services

Wealth Consultancy Prime Care Consult

Why Wealth Consultancy Matters

True wealth goes beyond accumulation — it’s about sustainability, structure, and succession.
Our Wealth Consultancy service provides you with strategic financial insight, tailored investment planning, and long-term risk management.
Whether you’re a high-net-worth individual, business owner, or family office, we help you achieve stability and peace of mind through expert guidance.

What We Offer

  • Personalized Wealth Strategy — Tailored plans that reflect your financial goals, risk tolerance, and time horizon.
  • Portfolio Diversification — Balanced asset allocation across global markets and instruments.
  • Wealth Protection — Safeguard assets from volatility, inflation, and legal risks.
  • Succession & Estate Planning — Smooth transfer of wealth to future generations.
  • Retirement Planning — Sustainable income strategies for long-term financial independence.
  • Philanthropy & Legacy Advisory — Align wealth with purpose through structured giving strategies.

Our Approach

  1. Discovery: Understand your priorities, values, and financial goals.
  2. Assessment: Analyze your existing assets, liabilities, and investment portfolio.
  3. Strategy Development: Design a comprehensive, multi-year wealth plan.
  4. Implementation Support: Coordinate with regulated financial partners for execution.
  5. Monitoring: Continuous performance tracking and plan adjustments as your life evolves.

Why Choose PrimeCare

  • Independent Advisory: 100% unbiased guidance — we don’t sell financial products.
  • Confidential & Secure: Full discretion and compliance with UAE PDPL standards.
  • Global Perspective: Access to GCC and international investment opportunities.
  • Integrated Services: Tax, valuation, and investment planning — all under one roof.
  • Client-Centric Approach: Personalized attention and clear communication.

Typical Results

  • Diversified portfolios designed for consistent long-term growth.
  • Clear succession plans that protect family wealth across generations.
  • Reduced risk exposure through smart asset reallocation.
  • Measurable improvement in capital performance and liquidity.

Mini-FAQ

Q1: Who needs wealth consultancy?
Anyone looking to manage significant assets, plan for retirement, or protect family wealth.

Q2: Do you manage assets directly?
No — we provide strategic guidance and coordinate with licensed investment institutions.

Q3: Is the service confidential?
Absolutely. All data and discussions are protected under UAE PDPL confidentiality laws.

Q4: Do you offer Islamic/Sharia-compliant wealth planning?
Yes — our team provides Sharia-compliant portfolio and inheritance planning options.

Secure Your Legacy Today.
Let PrimeCare Consultancy create a tailored wealth strategy that protects your future.
Book your free 30-minute consultation today.

{{ sidebar_steps.tab_name }}

{{ is_error_msg }}

Select Category
Select Service
{{ service_details.bookingpress_service_name }}

Duration: {{ service_details.bookingpress_service_duration_val }} {{ service_details.bookingpress_service_duration_label }}

Price: {{ service_details.bookingpress_service_price }}

There is no service available for booking
Go Back Next: {{ bookingpress_sidebar_step_data[bookingpress_sidebar_step_data[bookingpress_current_tab].next_tab_name].tab_name }}
{{service_extra_title}}

{{ extra_service_error_msg }}

{{ service_extra_details.bookingpress_extra_service_name }}
{{ service_extra_details.bookingpress_extra_formatted_price }}
{{ service_extra_details.bookingpress_extra_service_duration }} {{ service_extra_details.bookingpress_extra_service_duration_unit }}
{{ n }}
{{ service_extra_details.bookingpress_service_description }}
Load More
Load Less
{{bring_anyone_title}}
{{ n }} {{number_of_person_title}}
{{cancel_button_title}} {{continue_button_title}}

{{ is_error_msg }}

Date & Time
Time Slot
There is no time slots available
Morning
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
Afternoon
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
Evening
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
Night
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}} +1 day
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}} +1 day
Date & Time
Time Slot
There is no time slots available
Morning
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
Afternoon
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
Evening
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
Night
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}} +1 day
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}}
{{time_details.formatted_start_end_time}} {{ time_details.max_capacity }} {{slot_left_text}} +1 day
Go Back Next: {{ bookingpress_sidebar_step_data[bookingpress_sidebar_step_data[bookingpress_current_tab].next_tab_name].tab_name }}

{{ is_error_msg }}

Basic Details
{{customer_form_fields_data.label}}
Go Back Next: {{ bookingpress_sidebar_step_data[bookingpress_sidebar_step_data[bookingpress_current_tab].next_tab_name].tab_name }}

{{ is_error_msg }}

Summary

Your appointment booking summary

Customer
{{appointment_step_form_data.form_fields.customer_name }}
{{ appointment_step_form_data.form_fields.customer_firstname }} {{ appointment_step_form_data.form_fields.customer_lastname }}
{{ appointment_step_form_data.form_fields.customer_email }}
Service
{{ appointment_step_form_data.selected_service_name}}
{{ cart_details.bookingpress_service_name}}
{{extras_details.bookingpress_extra_name }}
{{extras_details.bookingpress_extra_price}} {{extras_details.bookingpress_extra_duration}}
{{extras_details.bookingpress_selected_qty}}
{{appointment_step_form_data.bookingpress_selected_extra_service_count}} Extras
Date & Time
{{ appointment_step_form_data.customer_selected_end_date | bookingpress_format_date }}, {{appointment_step_form_data.selected_formatted_start_end_time}}
{{ appointment_step_form_data.selected_date | bookingpress_format_date }}, {{appointment_step_form_data.selected_formatted_start_end_time}}
{{ appointment_step_form_data.customer_selected_end_date || bookingpress_format_date }}
{{ appointment_step_form_data.selected_date | bookingpress_format_date }}
{{ appointment_step_form_data.selected_date | bookingpress_format_date }} - {{appointment_step_form_data.selected_end_date | bookingpress_format_date}}
Appointment Details
{{ appointment_step_form_data.selected_service_name}}
{{extras_details.bookingpress_extra_name }}
{{extras_details.bookingpress_extra_price}} {{extras_details.bookingpress_extra_duration}}
{{extras_details.bookingpress_selected_qty}}
{{appointment_step_form_data.bookingpress_selected_extra_service_count}} Extras
{{ appointment_step_form_data.selected_date | bookingpress_format_date }}, {{ appointment_step_form_data.selected_formatted_start_end_time }}
{{ appointment_step_form_data.selected_date | bookingpress_format_date }}
{{ appointment_step_form_data.selected_date | bookingpress_format_date }} - {{ appointment_step_form_data.selected_end_date | bookingpress_format_date }}
{{ cart_details.bookingpress_service_name}}
{{ cart_details.bookingpress_selected_end_date | bookingpress_format_date }}, {{ cart_details.formatted_start_end_time }}
{{ cart_details.customer_selected_end_date | bookingpress_format_date }}, {{cart_details.formatted_start_end_time}}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }}, {{ cart_details.formatted_start_end_time }}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }} - {{ cart_details.bookingpress_selected_end_date | bookingpress_format_date }}
{{ cart_details.bookingpress_selected_end_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }} to {{ cart_details.formatted_end_time }}
{{ cart_details.customer_selected_end_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }} to {{ cart_details.formatted_end_time }}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }} to {{ cart_details.formatted_end_time }}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }}
{{ cart_details.bookingpress_selected_end_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }} - {{ cart_details.formatted_end_time }}
{{ cart_details.customer_selected_end_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }} - {{ cart_details.formatted_end_time }}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }} - {{ cart_details.formatted_end_time }}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }}
{{ cart_details.bookingpress_selected_end_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }}
{{ cart_details.customer_selected_end_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }}, {{ cart_details.formatted_start_time }}
{{ cart_details.bookingpress_selected_date | bookingpress_format_date }}
{{subtotal_text}}
{{ appointment_step_form_data.bookingpress_temp_subtotal_with_currency }}
{{ appointment_step_form_data.selected_service_price }}
{{tax_title}}
Tax
+{{ appointment_step_form_data.tax_amount }}
{{couon_applied_title}} {{ appointment_step_form_data.coupon_code }}
-{{ appointment_step_form_data.coupon_discount_amount_with_currecny }}
{{coupon_code_title}}

{{ coupon_code_msg }}

{{ coupon_code_msg }}

{{coupon_apply_button_label}} Applied
{{ appointment_step_form_data.included_tax_label }}
{{ appointment_step_form_data.total_payable_amount_with_currency }}
{{ appointment_step_form_data.selected_service_price }}
{{deposit_heading_title}}
{{deposit_title}} {{full_payment_title}}
{{deposit_paying_amount_title}}
{{ appointment_step_form_data.bookingpress_deposit_amt }}
{{ appointment_step_form_data.deposit_payment_amount_percentage }}% ( {{ appointment_step_form_data.bookingpress_deposit_amt }} )
{{deposit_remaining_amount_title}} {{ appointment_step_form_data.included_tax_label }}
{{ appointment_step_form_data.included_tax_label }}
{{ appointment_step_form_data.bookingpress_deposit_due_amt }}
{{ appointment_step_form_data.total_payable_amount_with_currency }}
{{subtotal_text}}
{{ appointment_step_form_data.bookingpress_temp_subtotal_with_currency }}
{{ appointment_step_form_data.bookingpress_cart_total_with_currency }}
{{tax_title}}
Tax
+{{ appointment_step_form_data.tax_amount }}
{{couon_applied_title}} {{ appointment_step_form_data.coupon_code }}
-{{ appointment_step_form_data.coupon_discount_amount_with_currecny }}
{{coupon_code_title}}

{{ coupon_code_msg }}

{{ coupon_code_msg }}

{{coupon_apply_button_label}} Applied
{{ appointment_step_form_data.included_tax_label }}
{{ appointment_step_form_data.total_payable_amount_with_currency }}
{{deposit_heading_title}}
{{deposit_title}} {{full_payment_title}}
{{deposit_paying_amount_title}}
{{ appointment_step_form_data.bookingpress_deposit_total_with_currency }}
( {{ appointment_step_form_data.bookingpress_deposit_total_with_currency }} )
{{deposit_remaining_amount_title}} {{ appointment_step_form_data.included_tax_label }}
{{ appointment_step_form_data.included_tax_label }}
{{ appointment_step_form_data.bookingpress_deposit_due_amount_total_with_currency }}
{{ appointment_step_form_data.total_payable_amount_with_currency }}
{{ appointment_step_form_data.total_payable_amount_with_currency }}
There is no payment method available.
Select Payment Method

Pay Locally

PayPal

{{card_details_text}}
Go Back Test Button

{{ is_error_msg }}

{{staffmember_heading_title}}
{{any_staff_title}}
{{ staffmember_details.bookingpress_staffmember_firstname }} {{ staffmember_details.bookingpress_staffmember_lastname }}

{{ staffmember_details.bookingpress_staffmember_email }}

{{ staffmember_details.bookingpress_staffmember_phone }}

There is no staff member available for booking
Go Back Next: {{ bookingpress_sidebar_step_data[bookingpress_sidebar_step_data[bookingpress_current_tab].next_tab_name].tab_name }}
No categories and services added!

Signup to our newsletter

    Start a conversation:

    finance@primecareconsult.com

    +971 56 344 3559

    Find our address:

    Meydan Free Zone- Dubai

    © 2023 Qode Interactive