Worldwide Investors Network serves the
needs of private individuals
worldwide.
We provide advice on all aspects of
financial planning and investment to
multinational and international investors.
Unfortunately, financial planning is a
somewhat misused and misunderstood process.
The goal of financial planning is to
highlight needs and requirements in order to
work towards achieving greater efficiency
and prosperity.
Just as all successful businesses maintain a
business plan as a guide to where they
aspire to be in the medium to long term and
what steps need to be taken to achieve this,
so too should individuals. It is important
to remember that financial planning is most
important when there is little or no money
to spare in a budget. Interestingly, this is
also the most common reason offered for not
meeting with an advisor.
We specialize in solving problems arising
from clients moving from one country to
another, where initial planning most
commonly fails. We are able to provide fully
portable solutions that maximize the unique
opportunities that moving presents as
opposed to complicating matters.
The process
The process our members undertake is as
follows: WIN undertake to meet with
prospective clients to obtain a full
financial profile of the client. After an
interactive brain-storming session, client
objectives are noted. Our qualified
consultants will then work with the client
to define the goals and objectives that
emanate from the financial profile. At this
stage the client and consultant may work
together to define the ideal/perfect vehicle
to fulfill and meet the goals and objectives
in the order of importance to the specific
client. It now falls into the realms of WIN
finding this ideal/perfect solution to
present to the client. Alternatively we may
review current investments or structures to
provide the fine tuning necessary to achieve
maximum benefit and efficiency.
Independent
Advice
Our advice is geared to be just that
totally independent. We are not a product
provider and as such have no products of our
own to sell to clients. We keep to what we
do best, working on behalf of the client to
source the ideal solution from the entire
marketplace of recognized and accomplished
product providers.
In effect this means that our
consultants do not have an agenda of pushing
any particular companies product or service,
rather we keep you and your family's
interests at heart.
No Risk to You the
Client
WIN members never accept client funds
directly. Any investment or structure
undertaken is provided by one of the banks,
fund managers, institutions or other
recognized product or service providers. All
companies we deal with are approved in their
jurisdiction of domicile and are typically
prestigious well known international
companies.
Key Benefits
Impartial, free advice on a best
advice basis. .
Continued updates and support, even
when clients move country. .
Tax efficient and portable structures.
Free updating and reviewing of
previous structures.
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.
If you value dealing with a company
whose members favor client interests and
always aim to work with your money as if it
were their own, please feel free to contact
us for a confidential and without obligation
meeting.
