For the international investor or
multinational expatriate, financial plans
are often set in place and all too soon
forgotten about. Essentially, market
conditions change and so do personal
circumstances, requiring financial plans to
be fine tuned and adjusted to achieve the
optimum.
Worldwide Investors Network aim to
maintain client relationships and continue
to provide advice, whether clients move
country or continent. With modern technology
there is no excuse for losing contact. We
aim to keep clients informed and advised on
a personal contact basis, backed up by
electronic means - by fax or e-mail.
Frequently .our member consultants meet
clients who have dealt with financial
advisors in the past and have since failed
to review their structure or circumstances.
Clients are sometimes ignorant of potential
restructuring that need not cost anything,
but may prove to add value to their
structure and portfolio. We welcome clients
contacting us in search of continued
advice.
A further factor may be that some clients
have received advice that is potentially not
best suited to circumstances. Our market
research shows that a surprisingly large
percentage of larger investors ($200k+ or
$40k+ p.a.) could be achieving far more,
even using the same investment criteria.
Many are larger investors are mis-sold and
do not realize this. WIN have a specialist
team to deal with high net worth
individuals. We would be happy for clients
to enquire into this area.
Key
Benefits
Continuation of advice, even when
relocating to a new country.
Fund structuring advice with strategy
provided by email when required.
Advice is provided free and without
obligation.
Specialist highly qualified team to
deal with high net worth individuals.
In order to allow WIN to obtain
information relating to your structure, a
letter to the company concerned (bank, fund
manager or financial institution) signed by
all the signatories is required.
Contact
Information
If you would like to obtain more
information or to arrange a discreet, free
and without obligation consultation, please
feel free to make contact using the details
below.
