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THE NEW PINNACLE OF FINANCE

ALL FINANCIAL ADVISERS ARE NOT THE SAME (OR EVEN CREATED EQUAL)!

WHEN ESTABLISHING a company which will seek to provide investment and financial advice, certain fundamental decisions have to be made. There are two crucial matters which must be decided upon, and we strongly suggest that the choices made will indicate whether the company will exist primarily for its own benefit, or for the benefit of its clients.

Here are those two crucial matters.

1. TIED OR INDEPENDENT?

The undemanding decision:
The tied company will offer only its own limited range of in-house plans, and its staff will be informed about those few products only. Its consultants will represent the company.

The Tyche decision
The independent company is able to offer any plan selected from the entire market. Staff must gain knowledge of all product variables. The company's consultants represent the client.

2. LEVEL OF ADVICE PROVIDED

The unchallenging decision:
The company may concentrate on low-cost products which meet just one area of its clients' needs. Due to self-imposed regulatory limits, the investment decisions will often be the clients' responsibility.

The Tyche decision
The company commits to a holistic approach. It starts by building up a complete knowledge of the client and reviewing all known current and possible future factors which may affect the client's financial position. The company takes fully into consideration all assets and liabilities and dependents. A comprehensive report proposes not just products but entire solutions (including investment advice and accepting full responsibility) and lays the foundation of a lifelong financial strategy.

THE TYCHE GROUP. Established 2001, FIRST AND FOREMOST FOR THE CLIENT.