How do I know if you have my best interest in mind?

March was full of interesting events happening. 🙂

We launched our private equity raise with a return of 3x in 3 years, and we raised $10 million in less than 1 month .In case you missed out on this opportunity, you might be wondering, Simon, when is the next one? 🤔

There is nothing in the pipeline for next month, next quarter, or this year. We are very selective about the companies we select for private equity raises. We want our clients to have a good experience with good returns, and that means saying no many times to a lot of different companies. 👎

When you are in the business for many years like me advising clients, one of the most asked or unasked question by clients is.

Do you have my best interests in mind?

Yes, I do, and I will explain, in short, why I have your best interest in mind.

• I'm a fellow expat, investor and parent, so I understand what your interest could be.

• I invest in almost all the investments we have; I want to invest in all of them, but we keep adding new ones. 😅 Aligning my own money with my clients money, makes us both have the same interest, right?

• Doing the right thing is not an option for me; it is a commitment. Trust is earned and built up over a long period of time with my clients.

• I'm transparent with my clients, and my aim is to build up a long-term relationship. That means the foundation needs to be laid from the start to do so.

I started my career around 10 years ago, and with all the passion and love I have for my job, I don't see why I would stop after adding a couple more decades. 👍

Its not easy to approach someone you don't know, especially if you want to discuss your personal finances with them.

But you have approached other people as well, right?

You call your bank to speak with someone; how well do you know that person? Your money is in their hands.

When you take a flight, you ask a steward for help, and you rely on the pilot, but what do you know about them? Your life is in their hands.

Having others best interests in mind is not a button you can just switch on. It means someone needs to have ethics in business, empathy, accountability, transparency, and the personality to care for others.

How often do you see that in the investment world? 🙂

Client video testimonial

I received a really nice testimonial from Nancy Carda, who's been one of my longest clients. We've been working together for years, and her kind words mean a lot to me.

Our relationship is more than just business. It's built on trust, transparency, and mutual respect.

Working with Nancy has been great and I’m grateful for having her as a client. 🙏

When it comes to my business approach, I make it a point to always prioritize my clients' needs.

Doing the right thing is not always easy.

I want to build up long-lasting relationships with my clients and being transparent and honest is a must to build up trust.

I'm really thankful for clients like Nancy, who have played a significant role in my professional journey. 🙏

WATCH CLIENT VIDEO TESTIMONIAL

Highlighted investment of the month

Exciting investments are always on our bookshelves for our clients. Private equity investments (if available), art, wine, hedge funds, and some new investments are coming!  It is also good to highlight (maybe more than once 🙂) the "boring" investments that just do what they need to do. 

William John's Accruvis Bond is doing exactly that. Paying out consistently 14% of income a year with quarterly coupons. 

Personally, my largest position in fixed income is invested right here. How come? The risk is the lowest compared to all other fixed-income options that we have. Here is why. 👇

▪️ 93% or more is kept in cash of bondholder's money. 

▪️ Assets from the companies must be above liabilities at all times. 

▪️ Monthly, quarterly, and yearly audits and checks are done. 

▪️ The assets they have are highly liquid because they are currencies. 

▪️ 1 default in 1 coupon or 1 principal payment, and all bondholders will receive back their principal invested, and the bond is closed for new funding. 

I can continue discussing why this bond is stronger than what I have seen in the market. For example, their business model allows them to make profits regardless of the economic cycles, and their investment strategy is very defensive. 

It's all about protecting investors risk, and that is what they do. 

Building up passive income is not an option for me; it is a must. 

As soon as I get all my yearly cost as passive income, I achieve an important goal.  Investments like this help people like me who want passive income that is hassle-free.

I have a property portfolio, but it's not hassle-free. Fixed income is costing me zero time and effort, and at the same time, it is giving me the income I want.  Maybe this can also be an enhancement to your portfolio. 

CLICK HERE FOR MORE INFORMATION

Hey dads! I have made 2 videos for you 🙂

Hello dads! How's everyone doing today? Feeling good?

I hope you had a wonderful start to your day, perhaps with a glimpse of your children's cheerful smiles as they bid you farewell on your way to work!

Yet, let's pause for a moment and consider the possibility that goodbyes aren't just temporary. What if it's a farewell for a longer stretch, and you can't return to the joyous "Hello, I'm back!" moments?

This scenario plays out for countless fathers worldwide every year.

I'm just like you, a dad with two beautiful daughters. The thought of being apart from them is something none of us wish for, but life doesn't always follow our script.

So, my fellow dads, let me ask you one question: Do you have safeguards in place to protect you and your family if the unexpected were to happen?

For those who already do, kudos to you! I salute your foresight and care.

If, however, you haven't considered such protection, I'm genuinely curious—why not? What's holding you back from securing the well-being of your loved ones and yourself?

And if it's concerned about the cost, let me reassure you. Protection can start with just a few cups of coffee a month. Let's chat about it and ensure your family's future is as warm and secure as your love for them.

WATCH VIDEO VERSION

How's your day going dads? Busy with work?

By the way, when you landed your job, did they insist on a university degree?

Most likely, right?

I mean, just check out job listings on LinkedIn – it's all "degree in this" and "degree in that."

We want our kids to have better opportunities when they grow up, right?

A big part of that might be having a university degree, so recruiters don't throw their job applications in the bin.

I'm a dad too, and fortunately, my daughters' education fund is all set. It took some hard work, but it's ready to go.

Wouldn't it be amazing if your children had the same security?

To have funds ready for their education.

Plan ahead for university so you can take advantage of compound growth on your funds.

The sooner you start, the more your money can grow.

Here are the key takeaways for every dad out there:

- Education is Key: A university degree can significantly boost job prospects.

- Plan Ahead: Education planning can ensure your children don't miss out on opportunities.

- You're Not Alone: If the financial side of planning feels overwhelming, remember there are resources and professionals ready to help.

I hope you have a great day dads!

WATCH VIDEO VERSION

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