The Elite Financial Adviser ensures their clients maximise the entire value of their:
- Estate Planning etc.
- The value of their CASH DEPOSITS.
All financial planning STARTS and ENDS with the provision of cash!
Without cash, a client cannot plan for any other event or requirement!
- Cash underpins everything a financial adviser does. It is required at both the start and the end of the process. Before undertaking any financial advice a client should fully understand the value of their cash
- Excluding an understanding of the value of cash limits and restricts the influence of the advice and the value of the advice.
Maximising the Value of Cash
- Only keep the amount of money required for the next 12 months on instant access
- Any amount remaining after the initial 12 month’s requirement has been met should be used to build a portfolio of fixed rate accounts:
Get the best rates of interest available in each account sector
Protect your capital with the Financial Services Compensations Scheme
- 1 Year Fixed Rate
- 2 Year Fixed Rate
- 3 Year Fixed Rate
- 4 Year Fixed Rate
- 5 Year Fixed Rate.