Private Banker or Private Banking

What is a Private Banker or Banking?

A Private Banker or Private Banking traditionally catering to high net worth individuals needs with financial and investment advice and services. These high net wealthy individuals required services tailored to assist in the overall wealth management of an individual or an entire family’s financial requirement.
Domestically in 2010 individuals with more than $1 Million in investment assets (excluding personal Assets) accounted for approximately 207,500 high net wealthy individuals which this figure is growing every year.

Why limit your credit to one lender;

• Who can only offer their own products and services which may be limited,
• Who would only recommend you have all your credit lines with one lender,
• Who are only interested in cross selling their own products by discount one product as a loss leader to entice you to take up their own service, only to sell you another product with higher gross margins.
• Who can only offer a band aid subsequent product or service because the required product or service is not available with this lender.
• Who will charge you a “Privilege Private Banking Fee” for their Privileged high priced products & services
• Who would never recommend another lenders product for the fear they may lose the entire portfolio to a competitor

Why you need to consider having a few lenders?

Since the Global Financial Crisis (GFC) all finance providers where forced or made a shift in their business finance charter. Some lenders closed, sold off or stopped lending within their own groups and subsidiaries. High Net Wealth clients were forced to sell down or top-up credit lines due to assets diminishing in value.

By retaining certain assets with a few lenders creates:

• Competition & Impartial Services
• Maximizing loan to value ratios per security
• Elect to choose the beneficial Products to suit your Business requirements
• Elect to choose the beneficial Services to suit your wealth requirements
• Working with specialised lenders in their fields of expertise

Why Neomoney as your Private Credit Adviser?

Neomoney provides credit adviser service, we offer a wide range of credit advice on residential investment, business and commercial services and products for domestic and international credit facilities.

Credit solutions on:

• Service, 
• Product, 
• Advice and 
• Opportunities.

Think of Neomoney as your “Private Credit Concierge”. 

Expert Advice

• Exclusive Opportunities
• Personalized Service
• Unbiased Advice
• Access to Financial and Investment advisers OR,
• Work with your own Financial and Investment Advisers
   

For unbiased quality financial advice, for your personal and business on short term and loan term aspirations.

Take Action Today and Click "CALL ME" and we'll call you back to talk it over.