100% INVESTMENT PROTECTION
A Protected Savings Plan with a Minimum Guaranteed Return
100% INVESTMENT PROTECTION
A Protected Savings Plan with a Minimum Guaranteed Return
Principal protection derived from structured notes provided by highly rated financial institutions
Ability to participate in stock market growth without the downside risk
Flexibility to choose a plan that fits individual needs with 10, 15 and 20 year options
There are various reasons why saving on a regular basis into an offshore savings plan is beneficial and should be considered as part of a person’s wealth management plan. Three key ones are:
It is far too easy for people to neglect their savings where they do not have a strict plan set out in front of them.
The key is to “Pay yourself first and spend later”. This is the concept of ensuring your bills/expenses are covered, your savings plan is funded and THEN you spend on your more luxury expenses.
Worried about Market Fluctuations?? Worry no more with a minimum Guaranteed return on top of the Capital Protection!
100% return or S&P500 return if higher
140% return or S&P500 return if higher
160% return or S&P500 return if higher
The plan participant owns the wrapper which is directly linked to the value of the underlying asset(s).
As the plan participant does not own the assets directly, they benefit from what is known as “Gross Roll Up“.
The effect of gross roll up is that tax is deferred until the client makes a crystallizing event (withdrawal/surrender/claim) and as such allows the assets to grow more efficiently with a large compounding effect where taxes are not being paid regularly.
Our goal is to ensure that you always get quality independent transparent advice and service
We empower our people to be the best and provide our clients with the information they need to successfully achieve their goals
We make strategic recommendations that are driven only by gathered informed insight into every aspect of your accumulated wealth
Costs aren’t the most important thing for strong returns, but do impact performance. We’re always researching new ways to reduce them/p>
Your finances are extremely important and we are always available to meet, advise and make any changes that may be required
Our experienced advisers, offer transparent advice with a personal approach. Integrity is always at the forefront of our advice
Our bespoke client discovery process identifies your investment, and planning needs uncovering unique opportunities to build wealth