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Expatriate financial services

Aim

  • To highlight your specialist advice offering in the area of wealth planning.

Include

  • Clear summaries of the needs of your clients and how you use your expertise/services to meet those needs
  • Wording/terminology that makes sense to your target audience – consider whether your audience is more or less sophisticated Appropriate imagery to bring to life the relevant audiences
  • Identify the client need that you would be satisfying in delivering this service.
  • Highlight the desired outcome that you will deliver through the specialist service
  • Include any research or technical articles that reinforce the importance of this specialist area and the potential outcomes.
  • Highlight when there is a logical link to another product and/or service.
  • Potentially include client case study if appropriate.
  • Outline the specific elements that are covered in this specialist area. e.g.:

Effective offshore strategies:
– International investment capabilities
– Australian and foreign tax planning
– Pension transfer service

Tips

Highlight your personal knowledge and/or technical focus in relation to this specialist area. Ensure your descriptions are concise and clear so that they client can easily absorb the offer. Appropriate imagery to bring to life the relevant audiences.

Contact Company Name

Level 6, 483 Pitt Street, Sydney 2000

(02) 9977 1122

(02) 9977 5445

info@gpl.com.au

About Us

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[Adviser Legal Name & ABN 12 123 456 789] are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451.

Godfrey Pembroke

Godfrey Pembroke