The new game plan
Article Abstract:
Robert Lipman a financial planner who works with investments bank Investec has a meeting with his clients every year to assess whether they have gained from his advice. Investec has its targets for each client and to achieve that each planner tries to provide the client with the best of the financial plan that will bring him good returns on investments.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2004
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Personal Investor award for excellence in financial services 2005
Article Abstract:
The criteria set by Personal Investor magazine for giving award for excellence in financial services for the year 2005 are discussed. One of the important factors considered is the customer service provided by the banking and financial services sector.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
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What the rate rise means for investors
Article Abstract:
The impact of the rise in interest rates by Reserve Bank of Australia on fixed-interest market is examined.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
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