Client Process – Zwano M Wealth

OUR ZWANO M WEALTH CLIENT PROCESS:

i) Corporates

Provide tax reduction measures for your clients &/ employees
Provide employee benefits for your clients &/ employees
Provide secretarial services for your clients &/ employees
Provide wealth management services for your clients &/ employees

ii) Individuals and Trust Clients

In-depth collection of financial information
In-depth financial needs analysis
Make considered recommendations
Implement, manage and review agreed upon solutions

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