Empire Wealth

Today we are living in a very uncertain world and for investors the stakes couldn’t be higher. We are facing political conflicts, trade tariffs multiple wars, high inflation, governments are drowning in debt and taxes are going up. Meanwhile the stock market is trading at multi decade record high valuations. 

This leaves conservative and moderate risk investors with a serious dilemma. You must beat inflation just to preserve your capital but with inflation being so high its almost impossible to get the return you need without taking significant risk at a dangerous time. 

Stock Markets are trading at record highs whilst the global economy has never looked so fragile. If you are retired or getting close to retirement the consequence of taking risk could be catastrophic. 

The good news is there are alternatives to just investing in stocks and bonds that you can consider. These strategies are typically only offered to the Ultra Wealthy but now you can access them too*

One of the more popular options in times like these are protected equity strategies. These strategies can offer returns that range from 9% a year to 25% a year and typically tend to offer between 12% -18% a year. These strategies will track selected assets typically major stocks and they will pay you a monthly cash income every month typically ranging from 1%-1.5% per month. Take a look at the current offerings below that offer returns of 10%-21% per year with regular monthly or quarterly cash dividends and have terms ranging from 6 months to 5 years. 

All strategies are liquid to be sold at any time so regardless of the term you are not locked in to final maturity in case you need liquidity before you can sell the products for their market price.

If you are interested in any of the strategies simply click on them and register your interest and we will send you the full fund fact sheet that explains how the strategy works in more detail. 

Alternatively, take a look at our youtube explainer video to get a deeper understanding of how these strategies work.

If you would prefer to book a meeting with one of our in house specialists to see how these strategies could compliment your current portfolio or you would like us to tailor make a product to your exact needs please book a free initial consultation here 

*Disclaimer protected dividend income strategies and structured investment strategies are for qualified or accredited investors. In order to be classified as a qualified or accredited investor, you must meet one of two criteria: You must have earned income exceeding $200,000, or $300,000 when combined with a spouse, during each of the previous two full calendar years, and a reasonable expectation of the same for the current year, or you must have a net worth greater than $1 million (either by yourself or combined with a spouse which can include financial and non financial assets suchs as property etc).