George continues to self manage a portion of his investment portfolio, focusing on interesting selections that he research and selects. Knowing that his main portfolio is being managed professionally at a lower level of risk, and that his young son’s finances are assured, George is also able to take more risk and invest in individual stocks, such as alternative medical companies.
A client who was introduced to the bank by a business partner has since used the bank extensively to support his family and diverse finance needs.
George is confident that the savings he achieved on the purchase of the property next to his sister, and the the increased price he was able to achieve on the sale of his previous home, covered the cost of the loan interest many times over.
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Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how wealth planning can help them achieve their financial goals and objectives, or call +44 (0)1624 645000 to speak to our client services team.
If you would like to find out more about how we can help you with wealth planning support, please contact us on the same number as above, or complete the contact us form using the link below.
Investment values can go down, as well as up, to the extent that you might get back less than you originally invested. The value of your investments may also be affected by exchange rates. The inclusion of any investment structures and wrappers is for information only and should not be taken as advice or a recommendation. You should seek the necessary advice, specific to your circumstances, before making any financial decision.