Leon Bart Email & Phone Number

My responsibility as a Investment and Risk planner is to offer my services related to financial product solutions such as Retirement and Pension Funds, Short, Medium to Long-term Investments, Life insurance, Business Advice, Wills and Estate Planning and other Financial Planning advice to help you achieve reaching your financial Goals and dreams ensuring your future Financial wellness.I compile detailed Reports for clients to determine their income, expenses, risk tolerance, insurance coverage, tax status and your financial objectives. I research the market and look for quality investment opportunities that match Financial affordability. I then discuss the opportunities and risks related to the particular investment with clients. I provide up to date information to clients regarding the current industry trends and forecast the future market value of the asset in which they are willing to invest. I recommend strategies that clients can use in achieving their financial goals and objectives. I help clients open accounts for specific trade purposes and I regularly Review their plans to track changes in their financial status. I monitor economic trends to assess their impact on the clients' financial plans. I answer all Risk and Investment related questions verbally and via telephony and provide clients with written documents for future reference.My clients look at my relationship with them as a partnership, walking with them through their financial journey. I treat our relationship as if I am their financial life coach and form meaningful friendships that will last a lifetime.

Listed skills include Retirement, Investments, Insurance, Financial Planning, and 17 others.