Full Name: Tamara Oswald 
Company Name: Privatised Banking
Direct Phone: 786.477.9755
Website: www.privatisedbanking.com
Email Address: [email protected]
Job Title: Financial Strategist

What services do I provide?
# Personal Finance
# Financial Education 
​# Specially Designed Life Insurance Contracts 
# Solving business owner's problems with Life Insurance
# Creative Real Estate Financing strategy using Specially Designed Life Insurance contracts 
# Wealth Building and Wealth Management 
# Mortgage Consulting
# Retirement Planning 
# Cash Flow strategies

What type of leads am I looking for?
# Real Estate Investors
# Business Owners (over $1 mil in revenue)
# Individual and Families with good money habits and cash flow (no min)
# Accredited Investors
# High Net Worth
# More specific lead profile: want control of their own money, financial flexibility, open minded, value a consultant's expertise and trust, growth mindset and long term thinking, committed to creating prosperity, don't want too much risk. 

What type of leads can I refer?
# Business owners
# CEOs
# Professionals 
# Real estate investors
# Lenders
# Investors
# Open to referring anyone in my network once I understand if there is a fit.

What industries usually refer leads to me?
# Real estate
# Commercial
# Business services