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Robert, 53, unemployed
“Making funds inaccessible protects me from any risk of wasting them”
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Robert inherited $500 000 from his mother. His bank manager suggested that he invest the whole amount in bank products, but Robert does not trust the bank fully and doesn’t like putting all his eggs in one basket: not only is he unemployed at the moment and the money is precious to him, but the rate the bank offers is absolutely ridiculous, not to mention the various deductions made in entry fees and other administrative fees. Furthermore, he knows himself well enough to know that he may well waste this slightly unexpected fortune if it remains available. He therefore decided to invest an initial $200 000 in ETERNITY FUNDS and chose capitalisation mode so that he will get a monthly annuity of $5 005 when he is 65. |
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