We recently met with a client in his mid 30s who had paid off his mortgage and had $400,000 in the bank. Unfortunately, it wasn’t even invested in a high-interest savings account and was not earning much interest.
This client was quite conservative and apprehensive to take on too much risk. We were able to provide investment advice to help him invest within his risk profile and recommend high return investment with limited volatility (unpredictable ups and downs).
We charged a fee of 0.88% of funds under management (capped at $3,300/yr across all investments ) and this allows us to proactively manage his investment to continue to optimise his return.
Feels good when you can add significant value to people’s lives. At this rate, our client will be financially free at age 40.
