How entrepreneurs Dirk and Ann invested their assets
Client story
As an entrepreneur, you have built up assets that will enable you to realise all or some of your plans for the future. During your active entrepreneurial career, you probably took various risks. What risks are you now willing to take with your assets and what the appropriate investments? Do you prefer security and stability, or would you like to make your assets work for you to achieve the best possible return?
Discover how entrepreneurs Dirk and Ann invested their assets and what role investing can play in this.
Dirk opts for capital preservation and security
Dirk (46) has thought carefully about his wishes and objectives. After 15 years as an entrepreneur, he feels that he has taken enough risks. He wants security and stability for his assets. A large part of his assets also has to be available immediately. Dirk decided to invest in a way that is easy and offers capital preservation.
Based on his objectives, Dirk chose to allocate his assets as follows:
Ann opts for capital growth and takes more risk
Ann (43) is used to taking risks. Now that she has built up her assets, she wants to keep them and make them grow. To make her assets work for her in the most efficient way, she has opted for more aggressive, higher-risk investments. Some examples are stocks and private equity. She also uses her knowledge and business sense to benefit start-up entrepreneurs by investing in venture capital. Ann believes in innovative projects. That is why she also has a small private investment in cryptocurrency.
Ann has decided to allocate her assets based on her objectives as follows:
An Asset Plan has given Ann and Dirk insight
We map out your wishes and objectives in an Asset Plan. Together, we examine whether they are financially feasible and, if so, how. We take into account the financial markets, changing regulations and important life events, such as divorce.
Your personal Asset Plan gives insight and clarifies the possibilities. It allows us to show you the short-term and long-term impact of a major expense, such as a second home, on your assets. We can also show the impact of holding assets for the future (‘retirement’) or of transferring assets to the next generation.
Starting to your asset plan early prevents you from having to catch up later. Time is a powerful tool in this regard, as the compounding of returns over the years will allow your assets to keep growing in the long term. Good long-term returns also help to beat inflation.
We give the privacy of our clients the highest priority. That is why we do not use the real names of our clients in our client stories. We are happy to share these stories with you because our clients find them valuable.
Would you like to talk about your wishes and goals?
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