Business Presentation 22 October 2012 Business Presentation 22 October 2012.

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Presentation transcript:

Business Presentation 22 October 2012 Business Presentation 22 October 2012

Financial Services Retirement Investment Will, Estates and Trusts Medical Aid Short-term Insurance Private Banking Tax Financial Services Retirement Investment Will, Estates and Trusts Medical Aid Short-term Insurance Private Banking Tax

Construct the best financial plan for you, both current and future. Organising and administering all aspects of your finances.

Share your goals In order to structure a financial plan that will help you achieve them. A Financial Needs Analysis will be completed, based on the objectives you set and the information you provided. Introduce you to a selection of products that will suit your needs. Review At least once a year to make sure your plan is on track.

Supported by well-balanced, experienced staff offering professional services to a select client base Supported by well-balanced, experienced staff offering professional services to a select client base

Dieter RetirementInvestment Estates ‘will’ Trust Medical Aid Short Term Insurance BankingTax

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