Mondial, as the investor?s advisor, has a primary role of recommending a financial strategy designed to help achieve the client?s agreed financial objectives.
Important tasks include:
- Advice on investment assets to meet the client?s current and future needs as identified and agreed in the investment meetings.
- Comparison of financial institutions ? a suitable institution must offer security, flexibility, competitive charges, as well as? good? performance.
- Portfolio construction in partnership with the client.
- Long-term monitoring of investments and investment strategy.
- Mondial is always on hand to give ongoing advice and guidance to clients on all matters concerning finances.
