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DeVere Group Presentation  2 Agenda  <ul><li>Today;  </li></ul><ul><li>Introduction to deVere Group </li></ul><ul><li>Intr...
DeVere Group Presentation  3 Why deVere – 1. Service  <ul><li>Est 1995……today 850 employees…...$7 billion under management...
DeVere Group Presentation  4 Why deVere – 2. Independent  <ul><li>Access to every single Financial Product, Asset Class an...
DeVere Group Presentation  5 Why deVere – 3. Safety & Security  <ul><li>Medium to low risk investment opportunities </li><...
DeVere Group Presentation  7 Why deVere – Retirement Planning <ul><li>Retirement at 65 years  of age for 100 people; </li>...
DeVere Group Presentation  7 Why deVere – Kid’s Education Fee Planning  <ul><li>Higher Education Costs Over the Next 18 ye...
DeVere Group Presentation  7 Why deVere – Capital Growth  <ul><li>Retail Bank Accounts = less than  1%  interest  </li></u...
DeVere Group Presentation  7 How I work <ul><li>International Wealth Manager -  </li></ul><ul><li>I’d like you get to know...
DeVere Group Presentation  6 Current Clients
DeVere Group Presentation  1 Clients Financial Priorities;
DeVere Group Presentation  7 Client Futures <ul><li>Majority  of my clients hold  regular investment plan  investing  $500...
Empowering you to make your own investment decision DeVere Group Presentation
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Introduction to the deVere Group

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Short personal introduction to the deVere Group

Published in: Economy & Finance, Business
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Transcript of "Introduction to the deVere Group"

  1. 1. DeVere Group Presentation 2 Agenda <ul><li>Today; </li></ul><ul><li>Introduction to deVere Group </li></ul><ul><li>Introduction to my services </li></ul><ul><li>Identify your financial priorities </li></ul>
  2. 2. DeVere Group Presentation 3 Why deVere – 1. Service <ul><li>Est 1995……today 850 employees…...$7 billion under management </li></ul><ul><li>52 Offices Globally……….Servicing 50,000 Clients Worldwide </li></ul><ul><li>Support available wherever you are in the World </li></ul><ul><li>No other Independent Financial Consultancy can offer you this level of Global service </li></ul><ul><li>We meet with Clients on a face-to-face basis every 3 months </li></ul>
  3. 3. DeVere Group Presentation 4 Why deVere – 2. Independent <ul><li>Access to every single Financial Product, Asset Class and Market, </li></ul><ul><li>Select the Perfect Investment Account…Make Smart Investments…Regular Service. </li></ul><ul><li>No Direct Charges for this Services </li></ul>
  4. 4. DeVere Group Presentation 5 Why deVere – 3. Safety & Security <ul><li>Medium to low risk investment opportunities </li></ul><ul><li>Offering annualized returns of 9%-12% </li></ul><ul><li>Designed to secure your future </li></ul><ul><li>Specializing in capital protection and growth </li></ul><ul><li>Leading financial centre's ; Hong Kong, Luxemburg, Isle of Man, Guernsey </li></ul><ul><li>Investor protection up to 90%, the highest level of safety and security </li></ul><ul><li>Tax free growth on all investments, on withholding taxes or capital gains tax </li></ul><ul><li>Regulated by the Financial Services Agency (FSA ) </li></ul><ul><li>Member of the Chartered Institute of Securities & Investments </li></ul>
  5. 5. DeVere Group Presentation 7 Why deVere – Retirement Planning <ul><li>Retirement at 65 years of age for 100 people; </li></ul>Source: Office of National Statistics
  6. 6. DeVere Group Presentation 7 Why deVere – Kid’s Education Fee Planning <ul><li>Higher Education Costs Over the Next 18 years; </li></ul>
  7. 7. DeVere Group Presentation 7 Why deVere – Capital Growth <ul><li>Retail Bank Accounts = less than 1% interest </li></ul><ul><li>Global inflation = - 3% </li></ul><ul><li>You loose money every year </li></ul><ul><li>Bank’s invest your money and make money = 10 % plus </li></ul><ul><li>DeVere Group Exclusive Offers - Capital Guaranteed investments; </li></ul><ul><li>10% with Morgan Stanley , </li></ul><ul><li>19.5% with the Royal Bank of Scotland . </li></ul>
  8. 8. DeVere Group Presentation 7 How I work <ul><li>International Wealth Manager - </li></ul><ul><li>I’d like you get to know you, I’d like to better understand your financial priorities. </li></ul><ul><li>I’m looking to find a financial priority that I can help you achieve. </li></ul><ul><li>If you instruct me to do so, research the entire market place , perfect solution that suits you. </li></ul><ul><li>Research will 3-5 days, review meeting at this point . </li></ul><ul><li>If I find the perfect solution, which meets all your requirements, we established the account at our next meeting. </li></ul><ul><li>All I ask for is introductions to contacts who you think would value my service. </li></ul>
  9. 9. DeVere Group Presentation 6 Current Clients
  10. 10. DeVere Group Presentation 1 Clients Financial Priorities;
  11. 11. DeVere Group Presentation 7 Client Futures <ul><li>Majority of my clients hold regular investment plan investing $500 plus. </li></ul><ul><li>Typically investing for there retirement needs over a 10 – 25 year period. </li></ul><ul><li>Investing into Funds, Bonds, International Currencies , and Exclusive Notes. </li></ul><ul><li>Clients do invest for the short to medium term (6 months plus). </li></ul><ul><li>Lump sum investments between $10k plus. </li></ul><ul><li>Clients value regular face-to-face quarterly meetings. </li></ul><ul><li>Clients value regular financial health check designed to help them achieve there financial priorities. </li></ul><ul><li>Clients value personal service , high returns and tax free growth . </li></ul>
  12. 12. Empowering you to make your own investment decision DeVere Group Presentation
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