Two ways to do this
Work it out yourself, or with me.
The arithmetic is the same either way — the difference is whether you want a tool to lay it out, or a chartered wealth manager to tell you what they would do in your position, including that they would not.
Free · no consultation fee
Build the specification yourself
Describe your position in plain sentences. The tool sizes the facility, shows indicative Swiss rates, and hands you the result.
A screening tool. It does not give advice and never names a holding.
- 01Describe what you are trying to do
- 02Build the portfolio specification
- 03See how that shape behaved
- 04Choose the financing
- 05Get introduced
Or with me — three ways
An ongoing arrangement
Assets Under Management Model
Nothing up front
1% annual fee to manage the portfolio
- Everything in Completion — the $10,000 work, at no charge
- The programme run end to end, to the permit
- Portfolio managed alongside it
- Financial planning included
- Ongoing — you can leave whenever you like
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The same work the $10,000 fee buys — route selection, the financing modelled, the agent appointed and managed, the application run to the permit — and none of it charged for. The portfolio moves into management at 1% of the portfolio a year, and that is what pays for it. It suits someone who wants the money looked after anyway and would rather not write a separate cheque for the residency on top. You are not locked in: the arrangement ends when you say so.
A one-off engagement
Fee Based Model
$10,000
Paid once. Nothing recurring
- The programme run end to end, to the permit
- Licensed agent appointed and managed for you
- Your portfolio stays exactly where it is
- No management relationship, no ongoing fee
- No clock on it — fourteen months costs what four does
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Paid once, with no management relationship and nothing recurring. For somebody who wants the programme dealt with and their money left exactly where it is. If you would rather do the work yourself, the build track is free and does not run out.
Before you decide
Assessment Call
$100
30 minutes, one to one
- Which programmes you actually qualify for
- Whether to borrow against the portfolio or sell
- Whether a cheaper visa gets you the same thing
- An honest no, where the answer is no
- Credited against either of the above
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Half an hour to work out whether any of this is worth doing, and which of the two above fits, before committing to either. Credited against whichever you go on to choose within thirty days.
You can start on the free track and move across at any point. Most people who book a call have already built a specification, which makes the half hour considerably more useful than starting from a blank page.