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I’m looking for an experienced banking professional who can walk me through a tailored financial consultation. My main objective is to understand the best ways to structure my accounts, optimize cash flow, and clarify any loan or credit options that suit my current situation. Here’s how I see the engagement working: • An initial video or voice call where you gather details about my income sources, liabilities, and long-term plans. • A concise written report that outlines practical recommendations—account structures, saving strategies, and lending products I should consider—supported by clear numbers and rationale. • A follow-up Q&A session (chat or call) to clarify points from the report and set next steps. Please base your advice on up-to-date banking regulations and common financial best practices. If you have certifications (e.g., CFP, CFA, or local banking licenses), mention them; solid real-world experience in retail or corporate banking is equally valuable. I’d like everything delivered in straightforward language so I can act on it immediately.
Proje No: 40036900
7 teklifler
Uzaktan proje
Son aktiviteden bu yana geçen zaman 2 ay önce
Bütçenizi ve zaman çerçevenizi belirleyin
Çalışmanız için ödeme alın
Teklifinizin ana hatlarını belirleyin
Kaydolmak ve işlere teklif vermek ücretsizdir
7 freelancer bu proje için ortalama $10 USD/ saat teklif veriyor

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$5 USD 1 gün içinde
6,0
6,0

Hello, I help clients make smart, confident financial decisions by simplifying banking structures and turning complex options into clear, practical steps. With my ACCA (UK) background and strong experience in finance, I provide guidance you can trust. I can walk you through a tailored consultation starting with a video or voice call to understand your income, liabilities, goals, and long-term plans. Based on this, I will prepare a concise written report showing exactly how to structure your accounts, optimise cash flow, and choose the right loan or credit products—supported by clear numbers and practical reasoning. After that, I’ll offer a follow-up Q&A session to clarify anything and help you set your next actions. You’ll benefit from straightforward, actionable financial recommendations grounded in current banking practices, regulatory considerations, and real-world insight. My approach keeps things simple, organised, and focused on what works best for your situation. If this fits what you need, I’m ready to begin anytime. Thanks, Jahanzaib
$5 USD 40 gün içinde
3,7
3,7

Good Day waud12 ✌️ I am Leena, an experienced banking professional with over 8 years of expertise in financial consultation and report writing. I have carefully reviewed your project requirements for a tailored financial consultation strategy and advice. I am confident in my ability to provide you with detailed insights on structuring accounts, optimizing cash flow, and recommending suitable loan or credit options based on your unique situation. I offer unlimited revisions to ensure your satisfaction, guaranteeing unique and timely delivery of a comprehensive report. I invite you to review my portfolio for quality work samples: https://www.freelancer.com/u/leenadvnani6 Let's discuss your project further in the chat. Best regards, Leena Kumari :)
$4 USD 40 gün içinde
0,0
0,0

I am chartered accountant. I can help you to tailored fiance solutions. I have a good experience for, Accounting, Taxation, finance, business leading.
$5 USD 15 gün içinde
0,0
0,0

I need an Instagram content creator. Work includes: • Creating 20 reels per month • Editing videos with captions and music • Writing short captions and hashtags • Should know trending reel format
$40 USD 30 gün içinde
0,0
0,0

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