Transcript Dieter Schwendinger Financial Services

Business Presentation
22 October 2012
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
Retirement
Tax
Investment
Dieter
Estates
‘will’
Banking
Trust
Short Term
Insurance
Medical
Aid
Tel: 021 530 5811
Email: [email protected]
Web: www.oldmutualcoda.co.za/dieter