"Build. Balance. Beyond." Your private financial command centre.
Your Financial Adviser
B3 Wealth & Financial Planning
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New client onboarding
Complete this form to introduce yourself. Your adviser will be notified and will contact you within 1 business day.
Project-based engagements (one-off advisory for larger companies) are scoped separately — contact your adviser directly.
CLIENT ENGAGEMENT AGREEMENT — B3 WEALTH & FINANCIAL PLANNING
By submitting this application you agree to the following terms, subject to confirmation by your financial adviser at your first meeting:
1. Services. B3 Wealth & Financial Planning ("the Practice") will provide personal financial planning services as described in the selected service tier. Services are advisory only; the client retains full decision-making authority over all financial matters.
2. Fees. The monthly retainer and joining fee applicable to the selected tier are as stated. Fees are payable on the anniversary of your start date each month. The Practice reserves the right to review fees with 90 days written notice.
3. Confidentiality — Client to Practice. All personal, financial, and sensitive information provided by the client will be held in strict confidence by the Practice, used solely for the purpose of providing the agreed services, and never disclosed to third parties without explicit consent, except where required by law or by the FSC Mauritius.
4. Confidentiality — Practice to Client. All analytical frameworks, financial models, investment strategies, research outputs, and proprietary tools provided by the Practice are the intellectual property of B3 Wealth & Financial Planning and may not be reproduced, shared, or disclosed to third parties without written consent.
5. Data Protection. Personal data is collected and processed in accordance with the Data Protection Act 2017 of Mauritius. The client has the right to access, correct, or request deletion of their personal data at any time by contacting the Practice.
6. Risk Disclosure. Financial planning and investment advisory services involve inherent risks. Past performance is not indicative of future returns. SEM equities, fixed income, and international investments are subject to market risk, currency risk, and liquidity risk. The Practice provides advice in good faith based on information provided; the client is responsible for the accuracy of information disclosed.
7. Termination. Either party may terminate this engagement with 30 days written notice. Pre-paid retainer fees are non-refundable. Joining fees are non-refundable once the client portal has been activated.
8. FSC Disclaimer. B3 Wealth & Financial Planning is a fee-only financial planning practice operating under the Financial Services Commission of Mauritius. This agreement constitutes the written client engagement required under FSC regulations.
This is a draft agreement. The final version will be confirmed in writing at your first meeting with your financial adviser.
Please fill in name, email, mobile, and confirm agreements.
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Contact
B3 Wealth & Financial Planning
contact@b3wealth.mu
Notifications
B3 Wealth
Client Portal
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Good morning, —
Here's your financial overview —
Net Worth
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Total assets minus liabilities
Health Score
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Goals on track
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Next review
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Scheduled with your adviser
Goal progress
Adviser note
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Your Financial Adviser
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"Your portfolio is performing in line with your Moderate-Growth profile. The BoM rate hold in March was expected — your bond allocation remains appropriate. We will review your PPS contribution at our next session to maximise the MRA deduction before the year end."
What your adviser did this month
📄 Document awaiting your review
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Financial Health
Your overall financial wellness score across 7 dimensions.
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Dimension breakdown
Savings rate
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Emergency fund
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Debt position
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Investment ratio
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Insurance cover
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Estate planning
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Spending discipline
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Your health score is calculated by your financial adviser using information from your financial profile. It is updated at each review meeting.
12-Month Progress
It is updated at each review meeting. If you believe a dimension is inaccurate, please raise it at your next session or send a message to your adviser.
Your Goals
Track progress toward every financial milestone.
Add a new goal
Wealth Overview
Your assets, liabilities, and investment allocation.
Risk Profile
Your investment risk classification and questionnaire.
Profile set by your adviser
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What this means for your portfolio
Your answered questionnaire
12-question risk assessment
Complete all 12 questions. Your answers determine your investment risk classification.
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Document Vault
Reports, plans, and statements shared by your adviser.
Adviser Messages
Secure communications with your adviser.
Wealth Projections
Long-term scenarios based on your current plan.
Tax Summary
Your estimated MRA position for the current year.
Share Feedback
Your adviser reads every response personally. It directly shapes what we build next.
Your responses are stored securely under the Data Protection Act 2017. They will only be seen by your adviser and will never be shared with third parties. You may request deletion at any time.
Overall satisfaction
How likely are you to recommend B3 Wealth?
Not at all likelyExtremely likely
Rate each area
1 = Very poor · 5 = Excellent
Your words
Thank you
Your adviser will read this personally. If you raised anything requiring a response, he will be in touch within 2 business days.
Raise a Concern
B3 Wealth takes every concern seriously. FSC-compliant process: acknowledge within 5 business days, resolve within 30.
FSC Mauritius Compliant Process
We take every concern seriously
You will receive a reference number on submission. If unsatisfied with our resolution, you may refer to the FSC at complaints@fscmauritius.org.
This complaint is handled under the B3 Wealth Complaints Policy in compliance with FSC Mauritius requirements.
Your details
Nature of concern
Concern received
Your reference number is —. Your adviser will acknowledge within 5 business days. If urgent, contact your adviser directly.
Track your concern
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Your meetings
Upcoming and past meetings with your adviser. Pre-meeting briefs are published 48 hours ahead so you can prepare.
Your portfolio
Every holding your adviser has recorded. Updated as values change. Cash, savings, fixed deposits, listed equities, ETFs, property, and more.
Your recommendations
Numbered in priority order. Each one is written personally by your adviser as part of your financial plan.
Notification preferences
Choose what you want to be notified about. We still record every event for the audit trail when toggled off — only the dot in your bell is suppressed.
Master switch
When disabled, your notification bell stays empty. Events still write to the database for audit, and toggling back on restores the dot for new events.