Behind every successful portfolio lies a sound financial strategy. At 29k, we leverage our in-depth investment expertise to build a financial plan tailored to your needs and expectations. This plan is designed to efficiently respond to market forces and will remain the foundation on which we grow your investments.
We lay the foundations for you by
Analysing your current financial position
Understanding your goals and their timelines
Estimating the value of each goal
Determining your future financial position
Identifying gaps in your present investments
Building a financial strategy to plug the gaps
At 29k, we employ a proven method of building wealth, from the ground up, to ensure you always stay on track. This translates to a powerful package of liquidity, periodic income, and boosted returns for greater flexibility and accelerated growth!
Distributing your funds between growth and non-growth assets
Choosing investment vehicles to match your objectives
Personalising your investments to ensure tax benefits
Performing periodic gap analyses to ensure progress
Rebalancing your investments to optimise ROI
This model is a three-tier approach to build a strong and sustainable passive income stream, with each level bringing you one step closer to financial freedom.
Assets to ensure security and flexibility
Recommended asset allocation: 50%
Assets to create a steady stream of income
Recommended asset allocation: 30%
Assets to amplify your wealth
Recommended asset allocation: 20%