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Personal Investment Banker


By Joz L :  How To  |  Financial Freedom  |  Smart Investor  |  Get Rich  |  Asset Classes  |  Forex Trading  |  Reviews


A knowledgeable personal banker sometime can act as effectively as a financial advisor to help you take charge of your investment and personal money finance future.

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The personal bankers can advice you on money market rates, home loan and mortgage options, current interest rates, projected trends and many others. A good personal banker also can even help fast track the processes, negotiate better interest and waive certain bank fees for you.

A true story of a friend who is working as a nurse but she realised that her career has reached a plateau and needed a skills upgrade.

In order to finance further studies in US, the personal banker suggested to sell her apartment as the price of property had already peaked and re-invested the proceeds. As a result, she ended up renting a new place, but the profit from apartment sale plus dividends on the investments sustained her while studying.

After getting the nurse anaesthetist certification, she got a higher pay scale, and was able to afford a bigger apartment in less than 2 years. That is what exactly your personal banker can do for you.





Next right icon  4. Insurance Financial Service Agent

Today an insurance agent not only helps you manage a wide array of risks to your health, family and property needs, but also offers financial investment service options.


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