Wealth Club Membership & Benefits
Now you can access Freeman Fox®'s investment strategies and receive support and assistance in implementing them - it's time to join!
The three cornerstones of Freeman Fox'®s Wealth Club® investment approach Freeman Fox®'s Wealth Club® uses the strategy initially developed by Peter Spann and here is how it works...
1. Build assets
The wealthy know that holding quality assets is the key to wealth. The Wealth Club® strategy allows for the building of a strong and comprehensive portfolio of quality property and shares through direct investment, portfolio investment and managed funds.
Held for the long term, these assets can build net worth and may provide for a stable future for you as an investor. They may later be used to generate an income. This is the primary activity of the Wealth Club® strategy - to build a quality portfolio of assets for the long term - our investment window is primarily 7 to 10 years and your plan will reflect that thinking.
2. Generate income
At some stage you may want to stop working or supplement your income from your investments. The Wealth Club® strategy uses income, which is generated through share investment and other higher yield strategies.
If you have sufficient capital this may even be enough to permanently replace your personal exertion income. In some cases where clients have a higher risk profile and the appropriate level of experience we may also suggest Options Trading, Warrants or other strategies which offer potentially higher return to supplement yield.
3. Protect
All investment strategies carry risk. Generally, the higher the return, the higher the risk, so all investment strategies need risk management. The Wealth Club® strategy caters for various levels of risk, leverage and the risk management strategies you need to protect your investments. Y
You are also advised on risk levels, exposure and risk management appropriate to your experience and risk profile. Most of our strategies are conservative and low risk given our investment window - high risk strategies rarely find a place in our Investment Plans and are only considered for very experienced investors. Your Investment Plan will also alert you to appropriate insurances and other methodologies of providing for debt repayment and a legacy.
