Posts Tagged ‘financial services’
Our approach to Financial Planning and Wealth Management
We use an integrated approach to financial planning and wealth management. We understand that tax efficiency can be as important to a client’s long-term financial results as the portfolio rate of returns, and that there may be tax and estate planning issues related to a specific investment strategy. As a result we ensure that we integrate tax planning, debt management, cash flow needs, insurance, estate issues, and investment strategies as part of our comprehensive approach to financial management – link all aspects of your family’s finance your short-term and balancing long-term goals.
Our mission is built on providing our customers with reliable, factual and technical information relevant to their financial goals. We build, maintain and nurture long term client relationships based on personal interaction, individual attention, professionalism, and integrity. We strive to be the leader in the design and delivery of high value and a rich feature services and we are regarded as an innovator in financial services and wealth management industry. Our financial planners restricting the number of client households that they serve so they can have a highly personalized customer experience.
Postbank wants money lending
The South African Post Office Post bank wants its business position as a fully fledged bank. By next year the group will have a wider range of products can offer the “ongebankte” and “ondergebankte” population. Me. Motshoanetsi Lefoka chief executive confirmed that Post bank next year in the Post-group on its own legs to stand for financial services. Post bank is currently not a registered commercial bank and does its business according to laws that limit themselves to only deposit-taking. Post bank cannot services like loans, mortgages and insurance offers. The group is engaged in a process of Post bank to comply with legislation and he is a full-fledged banking and financial services provider can be. “Privatization is not on the table. The government wills still 100% owned, “said Lefoka yesterday in Midrand said. Read the rest of this entry »
Visa Platinum Card
It is a credit card that has gone from being marketed by the Caixa Catalonia which will be sold by CatalunyaCaixa.
Visa Platinum Card are included in the segment of high-end Visa cards, and allows the holder to make loan payments for purchases at merchants participating in the Visa system and decide when to pay. Additionally, it allows you to withdraw cash at ATMs worldwide. You can also enjoy some unique advantages.
Exclusive credit limit: the minimum credit limit is € 6,000 and can be reached 60,000 euros. As you can see the limit as indicated by the fact that we have a credit card for high performance.
Discounted rate of deferral: You can decide how to pay for purchases at a time, beginning next month or a flat fee or a percentage of total turnovers in the monthly report. In that case, suspension of the prevailing interest rate is very favorable.
Free of non-financial services, including personal and home care, legal advice, health advice, information and reservations. Access to these services is through telephone lines per staff.