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Begin with the End in Mind – Unlock Global Wealth by Ring-Fencing Your International Estate

Begin with the End in Mind – Unlock Global Wealth by Ring-Fencing Your International Estate

by Costas Souris | May 28, 2024 | Financial Planning, Fixed Income

In an increasingly interconnected world, managing wealth across multiple jurisdictions is both a strategic advantage and a complex task. The concept of “beginning with the end in mind,” popularized by Stephen Covey in his book “The 7 Habits of Highly...
What is the ideal Investment and Term?

What is the ideal Investment and Term?

by Costas Souris | Feb 26, 2024 | Financial Planning, Fixed Income, Private Credit, Private Lending

The performance of markets in the traditional assets, equities-bonds-cash and all the variations has been a roller coaster ride of turmoil and returns. Investors are exhausted, perplexed, and often  poorer Investors and Retirees have been frustrated and denied turning...
I have 200 000 to Invest – What Should I Do?

I have 200 000 to Invest – What Should I Do?

by Costas Souris | Sep 14, 2023 | Financial Planning, Fixed Income, Private Credit

“The first thing you should do if you have 200 000 to invest is understand your reason for investing – Costas Souris Quality Group” Investment Goal To buy a car …For my sons university fund …For my retirement, so money can work not me …I want a return in hard currency...
Why invest in USA Commercial real estate | Healthcare and Medical Centres

Why invest in USA Commercial real estate | Healthcare and Medical Centres

by Costas Souris | Mar 22, 2023 | Financial Planning, Fixed Income

“The secret is in the tenant” healthcare and medical centres (MOBs) have quality tenants with recession resistant income ensuring payment of rent (return to investor) Which asset class to invest in?Investors always seek the highest return with the lowest risk....
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