PRISM Group International was formed because there had to be a better way of ensuring our clients receive the best independent financial advice possible. We concluded that an owner-operated company was the best route to take, using the simple premise that if we do not think a product is good enough to buy for ourselves, we would not offer it to our clients. PRISM has over 50 years of financial service, in banking, insurance, investments in four continents.
PRISM Group International was formed by qualified and experienced financial individuals, with the common desire to take the financial industry to the next level. Our starting point was, we do not sell what we would not buy ourselves. We then considered what do you, the client, need and want. We came up with the following, which is now our mandate:
1) Full transparency – ask us a question and we will provide a written answer.
2) Full transparency on your investments – have access to your investments via the internet any time.
3) Keep the investments clear and precise, with regular reviews.
4) No conflict of interest – it is about you the client. One of the best ways to avoid conflict of interest is through the
use of discretionary fund managers for your investments. You get professional fund manager advice with one
additional benefit of no conflict of interest on our part.
5) Use experts, i.e. tax specialists, lawyers, accountants as often as possible.
6) Use only regulated, established and known companies and investments.
7) Only recruit people who have financial experience and or qualifications and references.
***If the above is important to you then please let’s meet and see how we can help you.***