WELCOME TO

PRISM GROUP INTERNATIONAL

PRISM Group International has over 50 years of financial service experience in banking, insurance, and investments in four continents. As one of only five members of the Transparency Task Force Organization, we are committed to knowing our clients well and putting their interest first.

PRISM 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.

MANDATE

Our starting point is: we do not sell what we would not buy ourselves. We then considered what do you, the client, need and want in a financial adviser, we came up with the following as our mandate:

FULL TRANSPARENCY

Ask us a question and we will provide a written answer and have access to your investments via the internet any time.

INVESTMENT

Keep the investments clear and precise, with regular reviews.

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.

ESTABLISHED

Use only regulated, established and known companies and investments.

USE EXPERTS

i.e. tax specialists, lawyers, accountants as often as possible.

EXPERIENCE

Only recruit people who have financial experience and or qualifications and references.

SERVICES

OUR CLIENT’S SUCCESS DETERMINES OUR OWN.

So we make sure to know our clients’ well and keep their investment goals at the forefront or our advise.

OUR APPROACH

Everyone has financial goals; possibly to accumulate more capital growth or income; or to distribute wealth to family members; or purchase property; or to protect you and your family. By gaining a clear understanding of what you want to achieve and when, PRISM Group International will work with you to help bring your investment goals to fruition. With our access to major financial institutions we will research and match your requirements with a proven provider and/or an investment solution that will assist in achieving your goals.

We provide an independent, bespoke service to all of our clients.

ONE ON ONE

It starts off with a one-on-one meeting to find out your financial goals and time line.

SUGGESTIONS

We will provide you with suggestions and recommendations on how to achieve your goals.

CHOOSING

Together we will choose the regulated, established companies that can best help you. (This includes the recommendation of professional discretionary fund managers).

FOLLOW UP

Regular follow ups at your convenience. This ensures progress towards your goals is being made, and any changes required due to life events are taken into account.

MEET THE FOUNDER; PRINCIPAL OWNER; CHIEF EXECUTIVE OFFICER; AND ADVISOR

COLIN CAMPBELL

I have worked in the financial industry for over 30 years with a number of large companies and different roles. I started with the Royal Bank of Canada, becoming a branch manager, then worked for Mackenzie Financial in Toronto and Canada Life Assurance, in the individual wealth departments and group insurance.

OUR TEAM

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Gareth Cookson

Senior Advisor

Based in Asia assisting all nationalities with their finances. Gareth is contactable on +66 627654890. Investment Management Papers 1 & 2 CFA Society Chartered Insurance Institute Membership Number : 001780493A

61fef678-8f56-4951-96c7-ea73620cd24c

Gareth Cookson

Senior Advisor

Based in Asia assisting all nationalities with their finances. Gareth is contactable on +66 627654890. Investment Management Papers 1 & 2 CFA Society Chartered Insurance Institute Membership Number : 001780493A

61fef678-8f56-4951-96c7-ea73620cd24c

Gareth Cookson

Senior Advisor

Based in Asia assisting all nationalities with their finances. Gareth is contactable on +66 627654890. Investment Management Papers 1 & 2 CFA Society Chartered Insurance Institute Membership Number : 001780493A

TESTIMONIALS