Ockert Goosen

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monthly income distributions 5 year plus view strategic equity cpi 10 per annum over a rolling five year period liquidity low risk owner managed monthly income distributions & strategic equity cpi 10 per annum over a rolling five year period annual liquidity tax managed funds tax efficient returns alternative income fund diversified income fund multi-asset income fund renewable energy investments equity funding mezzanine funding income generation tax-efficient returns capital preservation discretionary cash solutions high-net-worth individuals institutional investors investment management financial advisors successful funding strategic insights risk management investment strategy portfolio management liquid investments global asset exposure dividend yield investments income-focused solutions sustainable investments investment transparency high-quality assets liquidity for investors fund management capital growth financial oversight investment diversification regular dividend income stable investment returns correlation to asset classes access to foreign assets ucits fund exchange traded fund (etf) investment performance alternative investments after-tax returns investing in infrastructure community development green energy projects investor relationships investment opportunities financial regulations client partnership income distribution financial services