Why the Family Trust is Essential for Your Financial Plan

Why the Family Trust is Essential for Your Financial Plan

The Family Trust is the MUST-HAVE trust in any financial plan if you want your assets to be 100% protected.

Our recent seminar in Bloemfontein on 25 May was a huge success! Attendees from all over central South Africa joined us.

Once again in Bloemfontein, I noticed that after our “Make Money With Property” Masterclass, participants were eager to start their Property Trusts. During the well-attended “after party,” I emphasized the importance of setting up the Family Trust first.

Why Should the Family Trust Be Your First Step?

In the Property Trust, we use other people’s money (OPM) – the bank’s and tenant’s money – to generate profits. Due to its debt (the mortgages), the Property Trust is a high-risk trust. This risk allows for geared returns of over 40% per annum. However, while higher risk brings higher rewards, it must be managed risk!

Unmanaged risk is VERY DANGEROUS. A highly geared property portfolio can devastate your wealth if something goes wrong, like a worldwide recession or pandemic.

The Four Main Steps of the Wealth Mastery System:

Register your zero-risk Family Trust first.

Move all your paid-up assets – furniture, cars, cash, gold, insurance policies, etc. – into your Family Trust.

Now you’re ready to start your high-risk Property Trust and make a LOT of tax-free money with the bank’s and tenant’s money!

Move the tax-free profits to the UNTOUCHABLE Family Trust.

In case of an economic disaster, the worst outcome is losing the debt-ridden Property Trust. The Family Trust remains UNTOUCHABLE. Simply wait for economic recovery, start a new Property Trust, and you’re back in business.

The Family Trust also protects you against the insurance industry’s Estate Planning Scam, but that’s a story for another day.

THE FAMILY TRUST IS FOREVER!

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Regards,
Coert Coetzee
CEO of the Wealth Masters Club