Uhlelo lokusebenza lwe-Insight yisevisi ehlinzekwa i-DBL Asset Management futhi inikwa amandla yi-moneyinfo ekunikeza isithombe esiphelele sempilo yakho yezezimali.
Kucabange njengekhabhinethi yakho yokufaka imali yedijithali. Konke ukutshalwa kwezimali kwakho, ukonga, impesheni, imishwalense, amabhange, amakhadi esikweletu kanye nempahla kungalandelelwa kanye nawo wonke amaphepha ahlobene.
Indawo eyodwa yayo yonke into yezezimali.
Nazi izinto ezimbalwa uhlelo lokusebenza lwe-Insight olungakusiza ngazo -
• Ukusuka ekutshalweni kwezimali okukodwa kuye kwiphothifoliyo ebanzi yokutshalwa kwezimali; uhlelo lokusebenza lwe-Insight lwenza kube lula ukuqonda ukuthi utshalomali lwakho luqhuba kanjani ngezilinganiso zansuku zonke, amanani amasheya kanye nesikhwama.
• Ukulandelela iholo lakho nokusebenzisa imali kumakhadi akho esikweletu nama-akhawunti asebhange. Ukuhlukanisa ngokuzenzakalelayo okwenziwayo ngakunye ukuze ubone ukuthi uchitha malini ezikweletini, endaweni yakho noma ekudleni ngaphandle, nokuthi lokhu kushintsha kanjani ngokuhamba kwesikhathi.
• Ukuqhathanisa indlela osebenzisa ngayo imali nomholo wakho futhi ubone ngeso lengqondo ukuthi ungonga malini ngokuhamba kwesikhathi, kukusize ufinyelele izinjongo zakho zezimali.
• Ukulandelela inani lesakhiwo sakho ngokuqhathanisa nenani lenani le-Land Registry kanye nokugcina wonke amadokhumenti akho abalulekile, kuhlanganise nezitifiketi zakho zomshwalense ngokumelene nendawo ehlobene nayo. Ukwenza lula ukuthola ulwazi lapho uludinga kakhulu.
• Ukwenza izinqumo ezingcono zezimali kanye nokuphendula imibuzo efana nale; Ngingakwazi ukuthenga indlu yami? Ngabe ngonga imali eyanele uma ngithatha umhlalaphansi? Ngingawuthatha nini umhlalaphansi?
• Ukuba nalo lonke ulwazi lwakho lwezezimali endaweni eyodwa. Akugcini nje ngokukunikeza ukuthula kwengqondo, kodwa cabanga uma kungenzeka okuthile kuwe... Ngeke yini kube kuhle ukwazi ukuthi yonke imininingwane yakho yezezimali izofinyeleleka kumlingani wakho noma abantu obondliwa nguye?
Uhlelo lokusebenza lwe-Insight lwenza ukuqonda nokugcina umkhondo wemali yakho kube lula futhi kuphephe.
Uhlelo lokusebenza lwe-Insight luyatholakala kumakhasimende e-DBL Asset Management. Uma ungakabi nakho ukufinyelela ku-akhawunti yakho ye-DBL Yokuphathwa Kwempahla, xhumana nethimba ku-enquiries@dbl-am.com
Kubuyekezwe ngo-
Mas 18, 2024