Your financial planning review



Need help deciding how to achieve your goals? Too busy to research all the options available? Let us make your life easier by inviting you to have a full financial planning review.

Your financial planning review – click here.We aim to provide you with bespoke independent financial solutions that suit your needs and reflect the high level of expertise you would expect from BANNER.

Our goal is to meet your financial needs and aim to maximize your wealth.

We can offer you:

Investments and savings plans; Retirement solutions; School and University fees planning; Protection for you and your family; Estate planning
Help to identify any tax efficiencies that may apply; Diversification.

Your no obligation financial planning review will take about an hour. Talk to one of our International Wealth Managers about where you are now, and where you want to be. We could help you to get there.

To Start please fill in the following: (completely confidential)

Your Name (required)

Your Email (required)

What is your nationality?

Where do you live now?

How long are you planning to be there?

When you leave there where will you go?

What is your birth date?

Are you married?
YesNo

What are your financial goals?

What are your Areas of Interest?
Alternative investmentsDirect EquityBondsCapital GuaranteesCommoditiesOther

How much can you set-aside on a regular basis to achieve your goals?

Do you have lump savings you would like to get working harder?
$10,000$25-$50,000$75-$100,000Greater than $100,000