Investec Financial Planning Seminar

investecInvitation
“Having a robust & evolving financial plan”

We would be delighted if you could join us for a presentation outlining how our Financial Planning service can be of value to you and to your family. The presentation will use real-life case studies to illustrate how we assist clients of Investec Wealth & Investment.

At Investec Wealth & Investment, our primary goal from an investment perspective is to ‘protect and grow’ our clients’ capital, in that order. The same can be said of Financial Planning, just in a different way; the Financial Planning team’s goal is to protect and enhance our clients’ wealth by delivering innovative financial planning solutions for our clients and for their families.

In our view, it is the marriage of this technical expertise and Investec Wealth & Investment’s global investment resource that ultimately delivers superior outcomes for our clients. We look forward to sharing some of these solutions with you.

Date: Thursday, 13 October 2016
Time: 07.45 am Registration & Breakfast. 08.15 am – 9.00am Presentation – Q&A
Venue: Annebrook Hotel, Austin Friars Street, Bellview, Mullingar, Co. Westmeath
RSVP If you wish to attend please RSVP Cristina Moreno
Tel: (01) 421 0000 or Email: cristina.moreno@investec.ie

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