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  • An Evening with Paul Temperton

    On Tuesday 15th January 2013, Guardian Wealth Management Frankfurt hosted their first seminar, “An Evening with Paul Temperton” in the Kempinski Hotel, Gravenbruch, Frankfurt. Paul Temperton has over three decades of experience in the financial services, having acted as an economist with the Bank of England as well as being a prolific author and economic commentator. As one of Europe’s eminent economists, Paul’s attendance created an air of excitement in …

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Wealth Management Guidance – Lump Sum Investments

Wealth Management Guidance – Lump Sum Investments

A lump sum or offshore investment will provide you with the chance to make sure that your cash that you have been working really hard for is working hard for you each month .. Our skilled financial advisors here at Guardian Wealth Management will help you to make sound investment plans which can see a positive return back against your invested funds.

Most people use their bank account to generate their savings, however, with interest levels so very low currently, when you take inflation and ever increasing living expenses into account, it’s often the case that these savings are standing still at best.

Considering this, the best wealth management strategy is to use your lump sum of money and invest intelligently. Lump sum or offshore investments mean rather than being inactive, your hard earned money has the chance to generate and grow – giving your personal finances a welcome boost.

If you’re an international worker or expat in need of alternate wealth management solutions, there are solutions available to you that can make the concept of a lump sum investment more desirable.

These advantages include:

  • Tax breaks
  • Investment flexibility
  • Access to funds normally unattainable
  • The ability to take an income without penalties

Offshore Investments: Improve The Return On Savings Accounts

Offshore Investment Bonds are some of the alternative financial planning choices that may well turn out to be economically effective. Our financial advisors can talk you through the process of obtaining an offshore investment bond and tell you how it might be the ideal opportunity for you to invest a lump sum payment in a wide variety of funds. An offshore investment bond can maximise the prospects for capital growth, together with the added convenience of maintaining all of your assets in a single portfolio.

Offshore Investment Bonds also provide you the following features:

  • Tax-free growth on income and also the underlying capital within the fund (in certain tax jurisdictions)
  • An almost unrestricted choice of assets and funds to provide you greater growth opportunity whilst distributing the investment risk
  • Cash withdrawals to give you an income
  • Access to institutional high rate deposit accounts.
  • Ability to invest in multi currencies

Financial Consultants – Assisting You With Lump Sum Investments

Guardian Wealth Management operates from several different international locations across Europe and the Middle East, dispensing experienced and top quality financial advice to expats and clients across the world.

If you want to understand more info on how we can make your funds work much harder for you, then please write to us now and let one of our professional, qualified financial advisors demonstrate the different lump sum investment and wealth management solutions.

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