Model Portfolios-old

We offer our clients two types of investment models, differentiated by their needs. Firstly we need to clarify what a model portfolio is? It is a structure and formal arrangement with the Administration platform. We created model portfolios because they actually make managing portfolios very efficient and effective. Instead of trying to monitor an individual portfolio for each and every client, we manage two model portfolios. Which model your investment goes into is based on one thing, and that is your income requirements.

Growth Model

Should you not require any income at all for the next 3 to 5 years, then you would be invested in the Foster Growth Model.

Do you need to finance your child’s education or buy a house in 3 to 5 years’ time?

Are you saving for the medium term and need 3 to 5 years to grow your investment

Speak to us today about how we can secure growth for your investment in order to achieve your goals.

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Growth and Income Model

Should you wish to draw an income from your investment or for the day you are no longer earning a salary is approaching, then we invest you into our Foster Growth and Income model. In this model there is a greater cash portion. Your income will be drawn from this allocation of cash, this is important because as you draw income, we need to create more stability in the portfolio without sacrificing too much growth potential.

This model is geared towards the day that you are no longer earning a salary. Or perhaps you would like to subsidise your salary while you still work part-time once you have retired?

You have inherited or want to invest the funds from your pension or provident fund. Or sadly, you may have become disabled and need to ensure that your lump sum disability pay out will last. Securing a long-term financial future for our clients in their specific circumstances is what we are passionate about.