We created our managed products with you in mind. When we launched our Financial Planning segment in November of 2015, we were confident in the appeal it would have. They quickly grew in popularity and investors purchased approximately US $2 million in our managed products in the year to follow. Our Safe Solutions are just one type of managed product that our investors can’t get enough of!
With a minimum investment of US$3000, Safe Solutions are designed for investors who want access to a diversified investment plan with lower starting capital. Each Safe Solution is invested in US Exchange Traded Funds (ETFs) and categorized into risk profiles.
Depending on the degree of stability and volatility that you are prepared to accept, we will recommend which Safe Solution is best for you. They range from conservative to aggressive and the best part is that the management fee for a Safe Solution is only 2% per year.
Click to view the Financial Planning Brochure.