Products
Zenith
Summary
Currency:
A unit-linked offshore whole of life assurance policy providing investors access to a range of high quality funds.
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A typical offshore portfolio bond offers a host of benefits to the investor, including:
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Tax-free growth as offshore investments are not liable for capital gains tax or income tax.
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Free or greatly discounted access to branded funds from leading management groups such as Fidelity, Invesco, Jardine Fleming, Morgan Stanley, Templeton etc.
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Switching between funds at any time, allowing your investment to move with the markets.
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Excellent value for money.
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Security and worldwide investor protection provided by leading financial institutions with billions under management based in premier offshore centres such as the AAA rated Isle of Man.
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| 0.10% |
| 3.35% |
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 $37,500 - $74,999 = 101% allocation |
| $75,000 - $149,999 = 102% allocation |
| $150,000 - $299,999 = 103% allocation |
| Over $300,000 = 104% allocation |
Why Essential?AIM StrategyValuation servicesPlanners
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In today's inter-connected world, opportunity abounds like never before. The Essential Group puts you in the driving seat. Everything you need to sieze the moment and generate substantial returns is at your fingertips.
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We place a lot of importance on offering client the means to clearly compare and understand the options.
Take charge of your financial future with our unrivalled range of investment tools and information resources and start looking forward to your optimum future.
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Our unique AIM strategy has enabled over 200% growth in under five years. Each month we take the advice of leading fund management groups and adjust your fund selection accordingly.
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AIM has significantly outperformed the Hang Seng, FTSE and S&P500 for each of the past 4 years.
Our advisers are always at hand to help and we provide continuous performance and market commentaries.
More Details
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Wouldn't it be convenient to be able to track all your investments in one place and to be able to instantly access it - 24/7?
You can add any asset to our valuation service, including property and existing savings plans. (even if not arranged through Essential) You’ll receive one easy-to-follow monthly statement, and can calculate your overall net worth at any time.
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The valuation is part of our service package at just US$10/mth or US$99/year.
It is available to all, whether or not you are an Essential client.
Fees are waived for the first year if you take out a savings plan with us.
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Our unique interactive tools have been developed and honed over years to help Essential clients plan, execute and track with ease.
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Plan your finances and calculate what you need to do today to meet future requirements. Add in all your assets and check your net worth. Adjust investment weightings to instantly forecast the results. Clear, accurate data is at your fingertips to inform decisions.
Essential comparison tools cut through the masses of product information and allow you to view features and benefits at a glance. From offshore banks to insurance to funds and more, our tools help you save valuable time and make smart choices.
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More details
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