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CARTAGENA

You Need A Plan To Help Your Business

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Tech for Stronger Client Connection

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Protect Your Greatest Asset

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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 Clients
our goal is to have client relationships that last for a lifetime

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OUR SERVICES

The Core Values Of Our Firm Are Integrity And Transparency

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BROWSE SERVICES

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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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Base Case

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Agreement

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The Details

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OUR TEAM

The Team Behind Cartagena Services

Liam Nohra

Vice President, Finance

Gorry Doyle

Managing Director

Don Arma

Operating Executive

OFFER MORE

Safeguard Your Business Against The Unexpected

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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

Must Read From Our Blog

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