Our Investment Plans





We offer our clients a variety of investment plans and help them create and implement strategies targeted at achieving their particular financial goals. The Crystal Investment Plans are designed to give you control over your finances whilst ensuring that we are able to work closely with you in making decisions on the optimum mix of asset classes that will give you high risk-adjusted returns. The idea is that for every stage of life, you should have the best investment plan to help you succeed.

Crystal Wedding Plan

There is a misconception about weddings that the best weddings are big expensive affairs that will surely leave you in debt.

What if we told you that we have the perfect plan for you.

CISA Team Investing Plan

The CISA “team investing” Plan is an investment plan designed to help children Spend, Save, Invest.

As a parent, your child looks up to you for their lifestyle choices.

Crystal Welfare Plan

Putting in place a welfare plan for your employees indicates to them that you value them. This increases their morale and boosts their productivity.

The Crystal Welfare Plan has 3 components.

Crystal Home Acquisition Plan

The Crystal Home Acquisition Plan is a bespoke financial plan that helps you to adequately plan and invest towards their dream homes.

Over the years, Ghana has experienced an increase in population growth leading to high demand in land, housing and accommodation. GREDA has estimated that Ghana has a housing deficit of 1.7m, leading to high housing costs.

Crystal Private Wealth Management Plan

This is a bespoke advisory service that incorporates a full range of financial products and services including financial planning

Crystal Retirement Plan

The mention of “retirement” sends chills down the spines of many old people who feel they have not planned adequately to live a comfortable life after their active working years.

Becoming a Crystal Partner

We see our clients as an extension of our team and vice versa as we work together to achieve your financial goals. Our interest therefore goes beyond a mere transaction of business to the formation of a lasting partnership that is focused on how we can help you to stay on track in your wealth accumulation journey. You can become a Crystal Partner by signing up to any of our products and services.

Crystal Partners on the Private Wealth Management Plan enjoy the following benefits:

  • Free corporate finance advice
  • Discounted capital raising services
  • Access to high level investor network sessions
  • Free financial planning for one close family member
  • Crystal Capital souvenirs