Maximise Your Investments
Using our proven methodology, we empower our clients on investment and how to identify good ones. This ensures clarity and enables every of our clients to be able to invest with confidence.
With above, the pitfalls that amateur and long term investors often commit can be avoided:
1. Emotional Investing – Investing based on emotion often results in poor investment decisions and judgement.
2. Timing the market - Predicting the market based on short term trading strategy, may not work for all in the long run
3. Failure to rebalance and restructure - As market conditions change quickly, this helps one avoid concentration risk and protect against market volatility.
Above strategy is good for those who are looking to:
- Complement their existing short-term trading investments
- Restructure their current investment portfolio
- Identify any potential asset leakages with their existing investment before drafting their intention in their Will/Trust.
How will your single lump sum investment of $100,000 look like?
| Investment Rate of Return | After 10 Years | After 20 Years | After 30 Years |
|---|---|---|---|
| 0% | $100,000 | $100,000 | $100,000 |
| 1% | $110,462 | $122,019 | $134,785 |
| 3% | $134,392 | $180,611 | $242,726 |
| 6% | $179,085 | $320,714 | $574,349 |
| 9% | $236,736 | $560,441 | $1,326,768 |
| 12% | $310,585 | $964,629 | $2,995,992 |
| 15% | $404,556 | $1,636,654 | $6,621,177 |
How will your regular investment of $20,000/year look like?
| Investment Rate of Return | After 10 Years | After 20 Years | After 30 Years |
|---|---|---|---|
| 0% | $200,000 | $400,000 | $600,000 |
| 1% | $209,244 | $440,380 | $695,698 |
| 3% | $229,278 | $537,407 | $951,508 |
| 6% | $263,616 | $735,712 | $1,581,164 |
| 9% | $303,859 | $1,023,202 | $2,726,151 |
| 12% | $350,974 | $1,441,049 | $4,826,654 |
| 15% | $406,074 | $2,048,872 | $8,694,903 |
| Total amount invested | $200,000 | $400,000 | $600,000 |
Connect with us
We know that your situation can be complex. We encourage you to schedule a time with us to navigate through your challenges with our expertise.
We trust that this one-hour consult will be fruitful on both ends and we will find the right solutions for meeting your needs.
Alternatively, leave us a message if you would like to:
- Consult us on your unique financial situation.
- Book us for speaking on various topics at your company:
- Retirement Planning
- Perils of a poor written Will
- Optimising your investment returns
- Invite us to speak at your local and global financial events.