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Archive for the ‘Case Study’ Category

Achieving the dream of financial freedom

Monday, March 14th, 2011

Meet Jean Lagden. Jean has a dream, the dream of financial freedom; a dream that is fast becoming reality with the help of The Worldwide Property Group.

Jean is a team leader at a well known UK supermarket. Although she loves her job, several years ago Jean began to realise that she needed to do more if she was going to achieve financial independence, and therefore continue working for enjoyment rather than necessity.

After looking at many different options she decided that property was the best route for her to achieve this. “I chose to invest in property because history has shown me that property is the best way of achieving my dream of financial freedom” said Jean.

Jean purchased her first buy-to-let house in September 2005 and since then she has gone on to invest in nine additional properties. “I have five UK properties in my portfolio” says Jean. “These are all freehold houses and are all located in Manchester and Yorkshire.”

In the summer of 2010 Jean attended an information and networking evening in Slough, hosted by The Worldwide Property Group.

Jean recalls: “It all seemed pretty impressive, but at that time I didn’t believe a word of it as it all seemed too good to be true. In the past I had been drawn in with other property investment companies who turned out to be extremely unscrupulous, and unfortunately lost me a considerable sum of money.”

Later that year Jean enrolled on a free Worldwide Property Group weekend Master Class. This gave her not only the opportunity to learn the art of successful property investment from leading industry experts, but also to network with other like minded investors, and most importantly to meet the WPG team. As a result of this, Jean felt confident enough to invest with the help of the company and the rest is history.

With the help and guidance of her assigned investment consultant, Dan Gerhardi, Jean has gone on to purchase a wide variety of property, including 3 superb resort units in the Caribbean, a substantial plot of development land as part of a cutting edge development in Canada, and a beautiful apartment in Turkey.

“I like investing with WPG because everything they offer is transparent” says Jean. “They genuinely are there to help me. We all want to make money but they have proved to me that it isn’t just about WPG making money, they go all out to help make their clients successful as well.”

Jean is building a varied and strong property investment portfolio that will in time deliver superb returns for her. She has proved that property investment is something that is within reach of anyone with the desire and determination to succeed, and as a result she is now well on the way to her dream of financial freedom. We wish her the very best of luck and look forward to helping her realise this dream.

A £50,000 per year retirement income

Tuesday, April 28th, 2009

Meet Alan Jones, a property investor with 25 years of experience.

alan-jones-photo

Alan is a great example of a sensible long term investor. The owner of a mobility shop in Slough, Alan purchased his first property in 1984 when the average price of a property in the UK was just £30,000. Since then Alan has gone on to increase his property portfolio to 5 properties.

Located in Southampton and Windsor these properties are mainly 1 and 2 bedroom apartments however to minimise risk and increase cash flow Alan recently invested in a Caribbean property which he purchased through the Worldwide Property Group.

Alan comments, “This property fits my strategy perfectly as the high level of cash flow in relation to the small amount of investment required will significantly help my long term investment goal of generating a retirement income of around £50,000 per year”. Alan estimates that a mixed portfolio of around 10 properties will achieve this.

When looking to increase his portfolio Alan investigated a number of property investment companies before deciding on the Worldwide Property Group as his preferred supplier of investment property. Purchasing his first property through the company in March 2008, Alan has now gone on to purchase 2 further properties.

Through maximum gearing Alan is able to invest small amounts of capital in each property thereby enabling him to purchase a greater number than would normally be possible with more conventional buying techniques. “I try to have minimal cash tied up in each project from the outset and get cash flow positive as soon as possible” comments Alan.

Alan says, “I found many property investment ‘clubs’ appeared very dubious and offered questionable advice and promises particularly with regard to property pricing and potential discounts. I have found the Worldwide Property Group estimates to be totally true and reasonable.

Although of course the current financial situation has meant the later purchases are a little down in value they are not significant and this was built in to the projected expectations at the outset by the company’s figures”.

“What I really like about the Worldwide Property Group is that they often invest themselves in the very projects that they advocate. I have found that they are always on hand to offer sensible advice without hype or any form of high pressure selling. If they believe the project is not right for you they will tell you”.

Alan is well on his way to achieving his £50,000 per year retirement fund and therefore a comfortable and stress free retirement. We wish him the very best of luck with his property investing business and look forward to a continued working relationship.

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The Worldwide Property Group is the trading name of Wilkes and Wilkes Property Ltd
(company number 5853285) incorporated 21st June 2006

 
  The Worldwide Property Group is a marketing agent for developers and whilst we endeavor to ensure the accuracy of information contained in this site, including figures and forecasts at the time of publication, the Worldwide Property Group does not guarantee or take responsibility for their accuracy.

Worldwide Property Group cannot offer financial advice and is not authorised by the Financial Services Authority to do so. Please be aware, the purchases of overseas properties are not investments which are regulated by the Financial Services Authority. All investors should seek relevant advice in relation to their personal circumstances before proceeding. Worldwide Property Group acts as a promoter and / or introducer for third parties. Authorisation from the Financial Services Authority is required for any advice on SIPPs. Worldwide Property Group will refer any prospective client to the following authorised pensions advisers - 1 Stop Financial Services - Individual Reference Number 407894 for this purpose. Quoted figures are not guaranteed and are dependent upon investment performance.

 
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