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

Introduction to the deVere Group

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