Client Story

Do whatever makes money: Diversify your investment portfolio

Leo,Doctor

Basic Information

Having worked in the medical industry for over 20 years, and owning a small business of their own. They are middle-aged with grown-up children.

Financial Situation
They own a small business and have a monthly mortgage payment of $3000 for their house. They own a car without any car loans.

Spending Habits

They do not have a habit of saving money and tend to invest any extra money they have immediately in the market, such as in stocks, funds, options, and so on.

Needs

Investing in real estate to make money and prepare for retirement.

Summary

Leo realized the importance of investing to make money at a young age. He has dabbled in stocks, funds, options, and more. He briefly used investment loans in 2008 and withdrew in time before the stock market crashed. Based on their experience over the past decade, they believe that it is difficult to make money in stocks by relying solely on self-learning. The couple has also purchased investment properties for over 20 years, hoping to generate more cash flow through financial investments and prepare for retirement.

 

Challenges

Leo has entered middle age, which means they need to consider retirement. Leo hopes to generate more cash flow through financial investments and prepare for retirement. However, over the past decade, Leo has not been very successful in learning and operating stocks at the same time. Therefore, they tend to seek advice from professionals.

Solution

AI Financial’s advisors provided detailed investment plans for Leo and their partner, and assisted them in jointly applying for a 600,000 RMB investment loan.

Leo

You have to make your money work for you and not leave it in the bank, otherwise your money will only decrease over time due to inflation.

Investment Direction

Leo and their partner have a high risk tolerance for investments. After consultation, they have chosen a comprehensive allocation that includes high technology, U.S. Equity Index, and Global Health Care (Renaissance).

2023 

Apart from the investment loan and guaranteed funds managed by AI Financial, the two individuals currently hold multiple investment products, including private equity funds, ETFs, and off-plan properties.

Why do you choose AI Financial?

· AI Financial has a dedicated team of advisors who are very professional.

· AI Financial has a good track record and their clients’ feedback is positive.

· I value results and the profits that AI Financial has brought me have exceeded my expectations.

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