Wealth Club Advantages
1. Our Thinking
The Wealth Club® program was originally created by our founder Peter Spann, based on his own style of investing. Later the program was expanded, refined and further developed by a dedicated group of like minded professionals.
Every investment we recommend has to pass the Peter Spann test" - in other words - would Peter Spann invest in this?" The answer, obviously, has to be a resounding yes". This thinking dominates everything we do and leads us to be VERY selective about what we recommend.
We are constantly looking for “best of breed" investments for our clients because we insist upon them for ourselves. These investments have to fit as many of our criteria as possible... that they are best of breed, have established methodologies and a proven track record, aim to provide growth and/or income, lower risk, add leverage, tax effective, out perform their peers and lower effort in investing.
Progressive
Today, the Wealth Club® program is ideally suited to progressive individuals who want to make more of their opportunities and build a strong financial foundation for their future through medium to high risk investments over the long term (indeed, very conservative investors may need to seek a different adviser - ask us if you are unsure).
We take a traditional and sensible approach to your wealth creation but use progressive approach to researching, developing and implementing leading edge strategies that can dramatically enhance the results.
Innovative
To give you the investment edge, Freeman Fox® is continually innovating - coming up with new ideas - and pushing the boundaries to create exciting new strategies designed to make you wealthier. You will see that philosophy reflected in the style and range of financial services products we recommend to you.
Frequently when we can not find what we are looking for we will approach leading groups to custom build investment products to our specifications.
2. Our Methodology
There is only one arbiter of success for Freeman Fox® - the increased wealth of our clients - that is how we judge ourselves and that is how our clients judge us.
Specialist Wealth Building investments
Our investment strategy is different - it's designed to build your asset base and generate income with a minimum of risk. For example residential property generally has lower growth than shares, but it is generally accepted as lower risk in the short term. Shares have higher income and growth than property, but it is generally accepted that they present a higher risk in the short term. Neither is inherently superior as many people make out - you need to have balance.
Most wealthy people are actually quite conservative investors - they became rich by buying quality assets with good growth potential and holding onto them.
Sometimes they might have a small kitty set aside for higher risk investments. This balanced approach means that, if you choose to, you can build your assets relatively quickly (10 to 15 years), while at the same time allowing for income and set aside a small amount for trading or speculation.
This strategy is a get rich safely approach, but it still means the average person could potentially retire on a relatively handsome income" within 10 to 15 years. Some will take a bit longer, and some, who may have already built up a quality asset base, can take much less time.
Advising and building your wealth
Your Wealth Support Team are here to help. Their role is to work with you to help you achieve your goals. We are always looking for opportunities for you.
Constant support and encouragement
We will check in with you on a regular basis. Your Wealth Support Team will help you with the day to day issues that face you - selecting quality property and shares, finance and margin lending and superannuation.
More control
It all helps give you more control over your future. Control to know where you are going and that the result will be positive.
3. Our Results
While of course we can not promise you exact results as they are market driven and can vary with personal situation, our focus on the somewhat unorthodox approach of our founder has led to what many people see as very positive results for our clients. Indeed over the years we have made many of our clients very wealthy and it is our continued commitment to that goal that engenders the respect and loyalty of our customers.
Freeman Fox®'s Wealth Club® approach is driven by focus on the '3 Keys to Investing': build assets, generate income and manage risk.
These allow clients to potentially significantly increase the performance of their portfolios, build a diversified asset base and protect themselves from undue risk or exposure.
Wealth Club® support provides you with ongoing coaching over the period of your membership to assist you in the implementation of your Wealth Plan - a procedure that is simple and practical to follow.
A new vision and a simple action plan
You'll be challenged to think outside the square when planning your future.
You'll be forced to look at your investment strategy and your life with a totally new perspective.
Turn your dreams and goals into achievable results
As a result, you'll most likely develop a plan that will focus you, that, over time, could potentially provide you with all the security, and financial freedom that wealth makes possible.