Alternative Income OptionA solution to create reliable income from capital
The idea came about after working with a client who had built up significant savings but wanted those funds to provide a steady income stream, rather than sit idle. When we reviewed their options, it became clear that traditional savings accounts or low-yield investments would not meet their needs. The question was, how could they generate regular income while still protecting their capital?
This is a common challenge. Many individuals and families want their money to work harder, producing income to support living costs, education, or retirement, without taking unnecessary risks.
Through our network, we have developed a structured plan that allows capital to generate consistent returns. That same client became one of the first to adopt this Income Generating approach, and now has confidence that their wealth is both preserved and productive.
Test Case
Traditional savings and investment options often provide limited returns. For those relying on capital to fund lifestyle, education, or retirement needs, this can create financial pressure.
With a structured private financial agreement, committed capital works to generate income on a regular basis. This income can be used to meet ongoing expenses while the original capital remains intact.
At the end of the agreed term, the original capital is returned—allowing individuals and families to benefit from steady income without eroding their wealth.
The Terms
The information provided below reflects our typical terms, including duration, entry level, and payment frequency. These are indicative and may vary depending on individual arrangements.
The Process
Step 1
Client engages with a member of the team to meet and discuss requirements.
Step 2
Once client goals are discussed, sign up paperwork is issued specific for the client.
Step 3
Once paperwork and client ID is filed, a private financial agreement is submitted.
Step 4
When the private financial agreement is completed client sends funds to Limited company account.
Step 5
Client funds are placed into the trade, and the client receives fixed quarterly payments throughout the twelve-month contract.