CASE STUDY
A client was widowed very suddenly leaving behind herself and two children
OBJECTIVE
A recently widowed client came to us to invest her late husband’s life insurance to secure her income
SOLUTIONS
The client had a life insurance policy set up by our partner company Liddle Perrett to invest.
We sourced ten suitable properties to invest in.
The property portfolio fully funds the family’s lifestyle
ADDING VALUE
The client has learned how to run a property business and has been able to take control of the financial security of her and her children.
BENEFITS
- The family has sufficient income from the property portfolio to be financially independent
- The client in in ccontrol of the financial future of her and her children
AT A GLANCE
Challenges
- Securing the right properties
- Achieving the desired rental yield
Benefits
- Additional income
- Financially secure
Achieving your financial freedom through property investment is our ambition. We'll support and guide you so that you have peace of mind that your property investments meet the financial needs of you and your family
