introduction to the devere group

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Agenda

Today;

1. Introduction to deVere Group

2. Introduction to my services

3. Identify your financial priorities

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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

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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

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Why deVere – 3. Safety & Security

1. Medium to low risk investment opportunities

2. Offering annualized returns of 9%-12%

3. Designed to secure your future

4. Specializing in capital protection and growth

5. Leading financial centre's; Hong Kong, Luxemburg, Isle of Man, Guernsey

6. Investor protection up to 90%, the highest level of safety and security

7. Tax free growth on all investments, on withholding taxes or capital gains tax

8. Regulated by the Financial Services Agency (FSA)

9. Member of the Chartered Institute of Securities & Investments

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Why deVere – Retirement Planning

• Retirement at 65 years of age for 100 people;

Source: Office of National Statistics

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Why deVere – Kid’s Education Fee Planning

• Higher Education Costs Over the Next 18 years;

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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.

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How I work

1. International Wealth Manager -

2. I’d like you get to know you, I’d like to better understand your financial priorities.

3. I’m looking to find a financial priority that I can help you achieve.

4. If you instruct me to do so, research the entire market place , perfect solution that

suits you.

5. Research will 3-5 days, review meeting at this point .

6. If I find the perfect solution, which meets all your requirements, we established the

account at our next meeting.

7. All I ask for is introductions to contacts who you think would value my service.

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Current Clients

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Clients Financial Priorities;

52%

24%

9%

10%5%

Medium To Long Term Financial Priorities

Retirement

Childern Education

Capital Protection

Capital Growth

Unlocking Frozen Pension

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Client Futures

1. Majority of my clients hold regular investment plan investing $500 plus.

2. Typically investing for there retirement needs over a 10 – 25 year period.

3. Investing into Funds, Bonds, International Currencies, and Exclusive Notes.

4. Clients do invest for the short to medium term (6 months plus).

5. Lump sum investments between $10k plus.

6. Clients value regular face-to-face quarterly meetings.

7. Clients value regular financial health check designed to help them achieve there

financial priorities.

8. Clients value personal service, high returns and tax free growth.

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Empowering you to make your own investment decision