What is my best investment option?

Hello everyone,

I hear all the time what is the best investment option and i simply ask people to consider the following points:

  • Where are you resident
  • What is your nationality or nationalities
  • Where are your tax liabilities
  • What assets do you currently have
  • What penalties could you incur if you liquidate an asset
  • What are your plans for your assets, growth/income

Once you have asked yourself these questions then you should also think of the following:

  • Dont invest your assets in products of funds that are not liquid or have liquidity options 
  • Dont invest in any asset classes that are volatile to market conditions, geo-graphical conditions, without diversification
  • Dont invest directly or indirectly into stock markets unless you understand the product and the risks involved
  • Make sure you consider the currency dealings you will have when exchanging one investment structure for another
  • Lower risk is better as yes it will probably deliver a lower return but you dont have too much exposure on your capital
  • Please check what are the costs incurred by the providers of the structures or products 

If you wish to have a free analysis from a company with a wealth of experience then dont hesitate to contact me

Steve Curtis - BSC, MBA, MSC, FPC, AFPC, MREC, MPHHA

steve, thanks...can you expand on your impressive qualification suite please?

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