Home » For first-time users » 7 uniqueness Investment Partners consulting is based on a highly practical plan. Our company was established by the request and support of our customers. The supporters are people called new generation Florich (high working income earners) who earn high working income. Therefore, the actual experience of the new generation Florich people, such as their way of thinking, purpose, and goals for asset formation, is the foundation of our consulting. "What kind of ideals / goals do you want to achieve by forming assets?" "How do you solve problems and advance to the ideal future?" We support practical planning that meets the needs of each customer. We will continue to. In concierge-type asset management management, instead of considering each element such as "life", "insurance", "tax", "pension", "savings", and "investment" individually, all of them are regarded as one asset and total. The emphasis is on improving and developing. Based on this concept, Investment Partners consulting also incorporates expertise into consulting by collaborating with consultants and professional professionals of each element. Concierge-type asset management management concept Investment Partners consulting is to share the client's outlook on life, values, and ideal vision. And we aim to support you in achieving your ideal vision. First of all, we will propose a means to understand and share by listening to the needs of our customers and lead them to the next stage. バランスの良い資産形成をするには、「貯蓄」「年金」等の各要素のニーズをバランスよく満たすだけでなく、人生の3大リスク「死亡リスク」「病気で所得が不安定になるリスク」「長生きリスク」をカバーしながら設計する事も大切です。 そしてもう一つ大切な事は、資産形成に対する支出と所得（収入）のバランスです。 良い商品を集めれば当然良い資産形成の状態を設計できますが、高額な支出を伴います。「節税効果」や「レバレッジ」などクライアント様にとって有益な情報を取り入れ、先行投資や月々のコストを積極的に削減しながら、理想未来の実現に導くサポートをいたします。 インベストメントパートナーズの顧客様は、1,000万円〜3,000万円の高額な勤労収入を得ている30代〜50代の新世代フローリッチの方が多くいます。 このクラスの方々の資産形成の考え方、理想のリタイアメントビジョンを提唱し、これから「資産形成について」「理想的なリタイアメントのために」何か始めようという方々のスタンダードにしたいと思っています。 私達の提唱するコンサルティングは、欧米のウェルスマネジメントやファミリーオフィスサービスの理念を基に、日本の医師・歯科医師の実情に合わせ改善し提供しています。 ウェルスマネジメントやファミリーオフィスサービスというと、敷居が高いというイメージが先行しがちです。しかし私たちは、より多くの新世代フローリッチの方々に「自分はこれに値するサービスを受けるレベルに達している」という事を知って頂き、実際に体験して頂きたいという想いから、新世代富裕層の方を対象とした「資産形成実践プロジェクト」や「専門家シェアリングサービス」（士業連携）などインベストメントパートナーズ独自のサービスを提供しています。 Investment Partners is affiliated with various "professionals" such as professionals who are specialists in tax and legal affairs, financial planners, bunker, dentists and doctors. Therefore, comprehensive asset analysis and asset design can be performed from multiple perspectives and knowledge. At our company, unlike the sales-oriented style, we put the thoughts and feelings of our clients first. Our dedicated team designs the best life plan and supports the realization of the ideal future. What is ideal future realization consulting? What is a comprehensive consulting method aimed at realizing the customer's ideal future? To "7 uniqueness" 7 uniqueness What are the seven uniqueness of consulting required of the new generation Florich in Japan? Need for consulting To enhance your outlook on life and values and lead a more satisfying life To "necessity of consulting" Effect of consulting What are the new generation of Florich who have succeeded in asset formation getting? To "the effect of consulting" We will propose the most suitable operation method for each person. top page Seminar information What's New Apply for e-mail newsletter Representative blog Beginner's Guide What is ideal future realization consulting? 7 uniqueness Need for consulting Effect of consulting Service introduction Asset formation project About professional cooperation Option plan Doctor's Life Anshin Club "Sou" Service price list content Success stories Real name released customer's voice Question Q & A About us Company Profile Greetings from the president Consultant introduction Employment information Contact Us Investment Partners Co., Ltd. 1-2-19 Kitahorie, Nishi-ku, Osaka Asterio Kitahorie THE METRO TOWER 3F TEL (06) 6543-6050 / FAX (06) 6543-6051 Personal Information Protection Policy｜ Site Policy｜ Solicitation policy｜ site map