ESTABLISHED

Paula feels confident.
She wants to save and invest for retirement and future children’s education, start a business, and give back to her community.

Situation:

  • Has built a strong financial foundation, with a good credit score and diverse financial products, including retirement and education savings.

  • Gets small business loan.

  • Becomes a mentor supporting other newcomers.

Barriers:

  • Lack of knowledge about how to access business loans.

Opportunities for financial institutions:

  • Develop business loan programs for newcomers looking to start their own businesses.

  • Provide tax-efficient investment options and advanced wealth management.

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2-5 Years