Financial Planning

[Danielrv9]

Please let me know if this is in the wrong forum.

I have not seen too much conversations on Carbonite relating to Financial Advisory services, but might as well feel it out. I work for a company that provides a more personal approach to these services and would like to determine the need within the Carbonite Community. These services include personal and business cover, as well as advice which might help members gain financial confidence. All info from my side would be completely transparent and relevant to you rather than just pushing sales.

We will also provide portfolio valuations and comparisons to ensure that you are receiving the best advice and also not overpaying for a service. Some persons are approached by financial advisors and these advisors may push sales that provide the best commission. We would rather ensure that the basic necessities are in place.

For more information feel free to send me a message. You can also send me your email address if you require further information.

 

[Danielrv9]

These services would include investments and cover that certain banks/financial institutions would not guarantee. Examples are: Unit Trusts, Life Cover, Income Protection, Retirement Annuities, etc. In certain cases we provide tax consultancy that could provide you/your company with tax efficient structures that could be converted into an investment.

The company has been operating for 26 years and customer satisfaction is the main objective. Revaluations would be free of charge and could lead to further savings.