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Essay / SAM REARDON - INTRO - 976
INTRODUCTIONIf you work in Asia, you are most likely inundated with cold calls, Internet fraud and promotions from your bank. I've even heard of an automated calling system that will leave a message on your cell phone, asking you to call back and talk about investments. You also talk to your colleagues and friends to see who they suggest. For someone in need of the services of a financial advisor, here are some reasons to choose Sam Reardon. Experience I have been in this industry for almost twenty years, and during that time I have held investments in a large variety of assets. Not all of my entries have made money, but so far at least I'm ahead. Most of my clients could say the same. I have both a regular savings policy and an offshore bond. My knowledge of how these plans work allowed me to earn more money than if I had just invested directly. I deal with all major life insurance companies and investment groups on a daily basis and am familiar with the processes and paperwork involved. I have owned and managed real estate and had numerous dealings with insurance companies, both on the policy and claims side. As a foreigner, I am also familiar with the legal and immigration requirements needed to start and operate a business in Asia. Direct transactions: Before starting my own business in 2007, I worked for several “expatriate financial services” companies. Although my experience differed depending on the company I worked for, the perception I formed was one of a lack of continuity. Businesses have changed hands or owners have decided to retire and liquidate the business. In one case, the administration was so chaotic that no one knew how to contact a client when the broker was away. I also observed ...... middle of paper ...... first meeting. Over the years, however, some have moved away to pursue careers elsewhere. I now have clients in over a dozen countries.SERVICES PROVIDEDInvestingRegular savings plans – Retirement and educationOffshore portfolio bonds – Tax efficient multi-asset lump sum plan• UK pension transfers (QROPS and SIPP)• Guaranteed Capital Funds • Managed Futures and Commodities Funds • Gold Bars (Physical Gold in Switzerland, Canada and Australia) • Environmental and Recycling Projects Funds • Negotiated Life Insurance Policy / Endowments • Funds in US Dollars, GBP, Euros, AU$, CA$, SG$, SFR, JP¥Insurance and othersInsurance (Life, Dread Disease, Portable Medical, Accident, Group & Travel)Money Corp - Currency TransfersForex Mortgages - $ /SG$/NZD/GBP/AU$Incorporation - Singapore / Malaysia / Indonesia (Third Party)Corporate Services, Secretarial & Auditing Services (Third Party))