FDM met Mrs Rose in 2009. She had a sizable investment she needed management for. Because of her strong financial position at the time we recommended a Living Annuity. This will have ensured her with a monthly income as well as an attractive growth rate.
The initial amount she invested in her Living annuity in April 2009 was R12 303 128. Mrs Rose was able to receive a monthly income from her annuity that amounted to R80 000.
Like most of our other clients Mrs Rose experienced a substantial percentage growth on the investment she made with FDM. Her Living annuity currently (August 2016) shows an internal rate of return of 14.67% (net of fees) and has a current value of R 18 666 108.
Already having built a trusted relationship with Mrs Rose, she made several other investments with FDM, and these investments are also growing at a significant rate. The efficient management of Mrs Roses’ funds has given her financial independence and certainty that she will have an uncomplicated and easy retirement.
Mrs Rose