Investment and wealth preservation
Structure first. Performance follows.
There are two types of investors: the monthly savings profile, and the lump-sum investor. BCS accommodates both, and the real value is in how the investment is structured.
Two profiles
Which investor are you?
Profile one
Monthly savings
Typically the person who is either young and would like to accumulate some funds, wants to save for a specific goal such as a deposit for a house, or is quite simply supplementing liquid and retirement income.
Each investor has their own criteria and ideas about how they would like to save, over what timeframe, and how much liquidity they need at hand. BCS can accommodate each of these requirements.
Profile two
Lump sum investing
This is where investing becomes interesting. The lump-sum investor includes the person who has accumulated some wealth, sold an asset, or is the high-net-worth individual with a few very important questions.
BCS has answers to those questions, shared through a carefully developed product that addresses most of the concerns set out below.
Monthly savings
Set up so that growth is tax free.
Importantly, the real value-adding benefit is setting your investment up in such a way that you get tax-free growth on it.
Making use of our services and products, hundreds of investment funds are available to you — where the conservative investor achieves around 5% growth per annum, and the moderate to aggressive investor receives 7–15% per annum.
~5%
Conservative
Growth per annum
7–15%
Moderate to aggressive
Per annum
100s
Funds available
Across providers
Figures are indicative of historic fund performance and are not a guide to future returns. The value of an investment can fall as well as rise, and the outcome depends on the allocation chosen and the term invested.
Lump sum
Nine questions a serious investor should ask.
Tax, administration, security, confidentiality, income, access and valuation. These are the concerns BCS addresses through the structure itself — before a single fund is chosen.
Tax
Admin
Dividends
KYC / AML
Security
Confidentiality
Income
Access
Valuation
“The idea is to strengthen your relationship with your assets, so your portfolio becomes investment- and performance-driven instead of just sitting in a bank account.”
Book a consultation
Ask the nine questions of your own portfolio.
Bring us what you hold today — bank accounts, funds, policies, property — and we will show you what the structure is costing you in tax, protection and access.