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Customer UHNW Customised property Loans made simple

Our App pings out to financial institutions for best rate comparison
Ensures best price / best execution
Get preferential rates for $50M+ size
Maximise leverage across portfolio
Liquidity offset again mortgage

"App gives UHNW clients access to cheapest liquidity"

"App helped me scale my property empire at low cost. In a matter of minutes I was able to save 50bps from my current rate and increased leverage, which allowed me to purchase invest in additional property"

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Functional - Tasks people want done

Emotional - How people want to feel and be perceived while executing the functional job
Social - How people want to be perceived by others

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Imagine you have 10,000-100,000 members of a network in one place (at a market, at a conference, in a community or social network)

What service would you offer them? (free or paid), what do they need? Imagine them talking to each other or sharing information?

Who else do you need to to make these services work?

Who and how will you charge?

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Use these questions to help develop your press release

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Key Questions to ask:

Who are the customers

What is the offer?

How do we maintain relationships?

How do we reach them?

Who helps us deliver?

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App
- DCI / accu – FX for student fees and pocket money
- QR Code to share and show how much money you sent to kids

Property loan on portfolio basis
- Rate comparison for UHNWI
- Best price / best execution
- Preferential rates for large size
- Max leverage across portfolio
- Ping out to banks for quotes - we take a cut

Other products
- Intel
- Hedging

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Functional
Kids have to be seen successful by providing good education to the children (skillsets?). Do whatever it takes to be successful and rich therefore preserve capital. Access to cheapest loans.

Emotional
Control Freak - tight ship, controlling the kids
Attention, although made it, need to be flashy
Self made, hungry
Needs others to confirm he is successful

Social
Success - Lambo / PP Calatrava
Kids also need to be see as successful - uses the kids to showoff