High Net Worth Investing

Are you a … Premier, Priority, Privilege, Treasures or Wealth banking customer with capital to invest?

… or a High Net Worth Individual looking to realign your portfolio with your personal views and objectives?

… or a PMEB seeking to secure your financial future?

If you are any of the above, High Net Worth Investing is the book for you!

• Understand what you are buying – or what your relationship manager or adviser is asking you to buy
• Asset classes and financial products demystified
• Pitfalls of investing that many sellers of financial products don’t warn you about…
• The secrets of holistic, sustainable Asset Allocation
• Planning scenarios for individuals of different capital amounts and investment objectives

Start growing your wealth today!