Start Early
Your financial stability is essential, especially in later years when you may no longer be working. Ensuring you have enough savings is crucial, and that’s where we can help.
We aim to keep savings option simple and easy. We look after professionals within the airline, yachting and other industries, who although earn a comfortable income need to plan ahead to secure a safe financial future.
Manage your finances
Your savings are there to support you when you stop working, buy a home, fund your children's education, for a rainy day, or make any major financial decisions.
Without a solid savings and retirement plan, your financial future can be uncertain, leaving you vulnerable to financial struggles. While you are receiving a steady income, it's essential to plan ahead.
That's why it's crucial to set up your savings and retirement strategy early and properly, ensuring long-term security and peace of mind.
Options
We aim to keep it simple
Bonds and Fixed Income Plans
Bonds and Fixed income plans provide you with regular income. Interest is paid on a quarterly, annual and semi-annual basis.
We have been working for over 10 years with a firewood company which offers a fixed interest rate of 11% per year paid every quarter with a 12-month term. After 12-months, you can either redeem your capital or renew it for another term.
S&P 500 Index 10,15 and 20 year plan
A regular contribution savings plan that allows you to invest your savings in the S&P 500 Index. The S&P 500 Index is one of the best-performing indices, and recommended by Warren Buffet as the perfect retirement fund.
The S&P 500 Index Plan offers terms of 10, 15, or 20 years, with a guaranteed minimum total return or the actual index return, whichever is higher.
On average, the S&P 500 Index yields a return of about 20% per annum
What's best for you?
Regular contribution plans provide an excellent opportunity to consistently save on a monthly, quarterly, semi-annual, or annual basis. These plans are designed to run for 10, 15, or 20 years. While you can take a contribution holiday, it is recommended to contribute regularly to the plan to reach your financial security goals.
Fixed income plans are ideal for those who want to earn a regular income from their capital without locking it up for more than 10 years. These plans are perfect for individuals seeking to generate income without dipping into their principal and for those looking to diversify their savings into a fixed-income strategy.
About us
We have been taking care of our clients for over 25 years, offering investment, savings and retirement solutions.
We started in the UK in the 1980s, assisting investors from all over the world, covering all areas of personal financial matters, offering a choice of retirement plans and fixed income programmes.
Contact us to discuss your situation and find the best way forward.
Contact us for more information
Our team operates 24/7. Contact us by phone or email:
+33 (0)6 07 93 01 14