Im kostenfreie Kennenlerntermin können Sie uns Ihr Anliegen schildern und wir erläutern unser Beratungskonzept. Der Termin findet als Videokonferenz statt. Nach der Terminbuchung erhalten Sie von uns den Link zur Videokonferenz sowie einen Kennenlernfragebogen.Ziel des Termins ist zu klären, ob Ihr Anliegen mit unserem Beratungsansatz gelöst werden kann.

Es stehen bei Ihnen große Veränderungen an oder die Veränderungen haben schon stattgefunden und Sie möchten wissen, welche Auswirkungen diese auf Ihre Finanzen haben!  Egal, ob Heirat, Nachwuchs, Selbstständigkeit oder ein anderes großes Ereignis - im Rahmen unseres Dienstleistungspakets Standard oder Premium ist dieser Termin inkludiert. Im Vorfeld des Termins senden wir Ihnen eine Checkliste zu, damit wir uns auf den Termin optimal vorbereiten können.

Einmal im Jahr bieten wir unseren Kunden der Vermögensverwaltung einen Check an. In diesem Termin berichten wir nicht nur über die Marktentwicklung, sondern sprechen insb. auch über persönliche Veränderungen bei Ihnen, die eine Auswirkung auf die Anlagestrategie haben können.Der Termin bieten wir persönlich oder als Videokonferenz an.

Elevate your business with our expert Financial Services. Our seasoned advisors offer tailored support in securing Small Business Funding, optimizing Merchant Processing, and introducing innovative solutions like Digital Pay Card and Pay Advance. Additionally, we prioritize your security with DAC Identity Protection. Trust us to navigate the complexities of financial planning, ensuring your business is equipped with the resources and protection it needs to thrive. Discover more ways we can empower your business. Visit David Allen Capital

Introducing our Healthcare Services, designed to seamlessly connect you with qualified healthcare professionals who cater to your unique health needs. Our offerings include the DAC FlatFee Rx Membership, ensuring cost-effective access to prescriptions, alongside HealthShare, a comprehensive and community-based alternative to traditional insurance. Discover a new way to manage your health and wellness by visiting us today at our official webpage. Visit DAC Healthcare

Accounting so simple it's child's play! There is a saying, "if you can't explain it to a 6-year-old, you don't understand it." We have a straightforward, no-nonsense approach to the way we work and advise our clients.

Nous échangeons sur vos projets et objectifs patrimoniaux.Cet échange permet d’identifier vos besoins à court, moyen et long terme.

Nous échangeons sur une problématique spécifique d'ordre financière, juridique, sociale ou fiscale.Merci de prévoir les documents nécessaires pouvant éclairer votre problématique.

Free financial advice session available. An opportunity to speak to one of our experts to discuss Pensions, Investments, Mortgage, Protection & Equity Release.

We, at Parkway Insurance Group, welcome you to be part of our family. Schedule a time so that we can complete a new customer registration. This will insure that we have all the necessary information for you on file, and that you are receiving all available discounts. Duration: 30 minutes

We, at Parkway Insurance Group, will contact you to inform about the progress of your claim, and to complete the required customer service steps, so that your claim is successfully finished. Duration: 15 minutes

We, at Parkway Insurance Group, have professional staff that have the mission of helping you review your policies. Please be prepared to take a few moments to tell me about your current situation. All appointments are in the Central Time Zone! Please adjust accordingly for your time zone. Appointments are phone, face to face, or web chat. Your confirmation email will contain all location, web chat, and contact information Duration: 30 minutes

You are booking an Initial Loan Consultation with My Mortgage Professionals. This can be done over the phone, via Video Conference or in person. This is when we have an initial chat about what it is you want to achieve and how we can help. We will gather some basic personal information like your full name, email address, etc. If we decide to continue with the loan application process, you will start to receive emails containing important information and actions to be taken. We look forward to speaking with you.

You are booking a Recommendation Presentation with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we present our loan recommendation following our initial discussion, loan interview and research into loan products that fit your needs and objectives. We will decide together how we proceed.

You are booking a Loan Interview with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we talk about your needs and objectives. Educate you on the finance market and terminologies. Explain the process to be followed and how lenders operate. At the end of our meeting, you will understand exactly what to expect and how we will proceed.

Individual Tax Return - straight forward tax return, ie PAYG Summary, bank interest and deductions

We'll help you with your HMO management/investment or corporate accommodation questions. We're here to help and look forward to talking to you.