In a constantly changing financial climate, it is critical to have a rock-solid foundation. The Assured Assets allocation stream, comprised of Life Insurance and Executive Health Savings Plans (EHSPs), is incredibly tax efficient and designed to strip corporate retained earnings – thereby mitigating risk and reducing volatility, while ensuring a smooth, consistent return.
Active Income: 33% | Average Return: 7% | Volatility: 1.1%
Stability where it counts
Composed of a diversified range of managed funds, the Managed Assets allocation stream offers 100% liquidity, while minimizing tax and risk. Whereas market gyrations dictate an average volatility rate of over 15%, our Financial Sequencing Solution™ reduces volatility to a mere 1.3%.
Active Income: 33% | Average Return: 7% | Volatility: 1.3%
Strength in balance
Property assets play a vital role in your long-term financial growth. We incorporate your real estate holdings, including synthetic REIT’s, as well as Lending & Physical Properties, into the bigger picture – devising a plan to diminish risk and tax, whilst optimizing liquidity.
Active Income: 33% | Average Return: 7% | Volatility: 1.2%