Who we are
Where Financial Insight Meets Your Ambition
Values
Built on a Foundation of Honesty & Ethical Excellence
Being a Certified Financial Planning manager, Magnus Advisory will work with utmost honesty and integrity in such a way that all pieces of advice we give is grounded on ethical excellence. Our services will be based on trust and transparency and will maximize your long-term goals. Looking to provide your family with a brighter future with an education saving plan, ready yourself to enjoy retirement with a retirement savings plan, or wanting to protect your loved ones with life insurance, we have carefully planned strategies that match your exact needs. Transparent and trust relationship based on confidence and respect, Magnus Advisory is your genuine partner and is concerned about your financial success and peace of mind. We also provide various other financial services that we are certain will cover a variety of your requirements, and we strongly recommend you to browse through them and see what suits you best in case you have intentions to choose an option that will be just right in your financial path.
Integrity
At Magnus Advisory, each financial planning advisor ensures that every recommendation is built upon honesty and full transparency. Our commitment goes beyond simply earning your trust—we honor it in every decision we make.
Client-Centricity
Your priorities guide Magnus Advisory’s financial planning advisors in shaping strategies just for you. We listen, respond, and customize every plan to reflect your unique values and vision, putting you at the center of everything we do.
Expertise
At Magnus Advisory, our skilled financial advisors simplify complex financial matters. We offer clear insights and personalized strategies, empowering you to make confident decisions and secure a strong, well-planned financial future.
Commitment
Since 2014, we have focused on delivering steady, measurable results while building lasting trust. We go beyond numbers by understanding your personal finances and providing reliable support to help you reach your goals with confidence and ease.
Why us?
Why We’re the Right Partner for Your Financial Journey
We take a more personalized approach at Magnus Advisory: personalising your strategies to become a reflection of your own personal path. We calculate your income, comfort with risk and taxes, and also what dreams you have such as retirement, education or building your legacy, to ensure each plan is as unique as you. This dynamic practice dynamically responds to the twists of life and changes in careers, market or family milestones and you therefore are always in line with changing goals and priorities.
We have the financial capacity of taking you to new destinations beyond borders, by enabling strong and smart alliance-based relationships with best institutions across the globe. Through these strategic partnerships, you are offered access to international knowledge, varied marketplaces, and credible resources which are provided both locally with the customary precision and globally with self-confidence. We do not simply advise; we link you to the world
At Magnus Advisory, we adopt modern approaches to finance that focus on clarity, agility, and results. By integrating the latest tools with personalized strategies, we help businesses navigate complex financial landscapes with confidence. Our goal is to empower you with actionable insights that drive sustainable growth and long-term success. Trust Magnus Advisory to modernize your financial planning and unlock new opportunities.
In Magnus Advisory, both transparency and ethics are not just the buzz-words, but the core of our values. We also as your personal financial planning partner have a high duty of fiduciary responsibility of serving your best interest. We are fully disclosed on fees, compensation and possible conflicts of interest to be able to make factual decisions with total clarity. The continuous professional development is important to our advisors, therefore, their advice would be compliant, fair, and accurate. As we open communication and demonstrate our overall integrity, we build a lifetime of trust.
Our Team
Introducing the Experts Shaping Your Financial Journey
Brian Bernard
Principle / CEO
Sarath Surangana
Associate Partner
Tanya Mendes
Senior Referral Manager
Testimonials
Built on Relationships. Proven by Results.
“We create lasting relationships rooted in trust, clarity, and results. Curious about what that journey looks like? See how our clients describe their experience working with us.”