You put effort into making money every day of your adult life. So why neglect in making your hard-earned money work for you so that you don't have to work all your life? See how others have achieved financial freedom with proven Hexavisionary Framework to retire early and stay wealthy.
Case Study of a hard-working couple
ALEX AND LAURA, BC
Alex and Laura's #1 goal was to put their hard-earned money to work for them so that they do not have to work their entire life. #2 Goal was to invest in the first home in Canada.
But they didn't just want the investment to look for great results some time and fear of losing investments the other time they wanted to make sure it would actually get them secured results for the long term.
That meant it would need to start getting a higher percentage of growth along with the security of having the money when they need it the most, basically a solid foundation and solid and secure financial home but they were confused with conflicting information provided by various institutions which did not serve them.
The initial self-managed plan without a mentor was making Alex and Laura park their hard-earned money at the wrong places in various accounts, plans and all scattered not serving them.
We built together a plan with mid-term and long-term plans for every stage of life and implemented an easy to manage all-weather portfolio with the security of never losing the principal and growth.
We also streamlined the deaccumulation process and integrated it with the new plan so Alex and Laura can automate their life-long tax-efficient income no matter what happens in the market. And of course, we delivered some killer tax-free wealth accumulation making the money work multiple times for them.
Not only did Alex and Laura increase their Cash flow with proper planning and secure their paycheque no matter what happens to them. They were also able to find money enough to buy their first home in Canada.
Alex and Laura, the hard-working couple, had this to say about the experience with Sunny:
"If you plan to be one of the clients of Sunny's mentoring program, you'll be in good hands. They have integrity, they really care, and they'll give you all the support you need."
Now Worry-Free couple enjoys exactly the kind of security and certainty that they deserve just like the 9% of the elite rich and wealthy do from the beginning.
You need to know your goal in the first place to achieve it. In order to reach your financial objectives you must plan. Major financial decisions like Owning a home, funding children's education, retirement are very important aspects of your financial plan.
Financial planning is beyond saving and investing. Many of us get confused between financial planning and saving or investing. The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial destiny.
License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC). Insurance and segregated funds providdes by Carte Risk Management Inc.
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Hexavision Enterprise and Kanwaljit (Sunny) Kochar is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta, QC, NB, SK and British Columbia. Not available in other provinces. License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC), AMF LIC# 2023-CI-1016414(QC), LIC # 087345 (SK), FCSC LIC# 220039066 (NB) Insurance and segregated funds providdes by Carte Risk Management Inc.