Woodland Wealth | Development

Investment Type

Woodland Wealth Investment Decision Tree

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Investment Type *

I would like to invest directly offshore

I prefer investing locally

I am undecided whether to invest locally or offshore

A *

Investment is for an individual

Investment is for a trust

B *

I want to invest a lump sum

I want to invest monthly

Lump Group *

I want to make monthly contributions

I DON’T want to make monthly contributions

Contribution Options *

I need to make a regular / monthly withdrawal from the investment

I DON'T need to make a regular / monthly withdrawal from the investment

Investment Options *

Investment is for an individual

Investment is for a trust

Investment is for a company

Working Status *

I am retired

I am still working

Access Status *

I need access to my money before retirement

I DON’T need access to my money before retirement

Margin Status *

I am above the 30% marginal tax bracket

I am below the 30% marginal tax bracket

If you are human, leave this field blank.

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