Have you ever wondered what the values of your policies are? Or have you ever received a financial statement that explains the costs of your Investments?

 

Consilium Private Wealth has more than 5 years of experience in providing specialized advice on investment plans. We aim to educate clients regarding unnecessary costing which their investments might be subjected to. Not only will you receive a comprehensive summary of your policies in a single document, you will also receive your investment return after costing. This information is valuable when analyzing your investments so that no decisions can be made without knowing your investment returns.

 

Please click on this PDF file [A1] and send it back to gary@consiliumpw.co.za.

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Disclaimer:

-   Consilium private wealth will not share or distribute this information to a third party

-   The consent form is only usable for 3 months

-   Every portfolio is different and the time of processing differs from time to time

 

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