Business Partnership Opportunities

The Treoc Wealth Plan is the Answer for Property, Origination & Insurance Professionals

In 2002, Treoc developed a Wealth Plan as an alternative and complementary product to traditional retirement annuity, savings and wealth creation products. The asset class which is used as a component of this plan is Property. Direct ownership of property by the client provides him/her with direct control over their property assets.

The Wealth Plan is a holistic approach to wealth creation as well as asset protection. For the first time it is possible for ordinary people not only to provide for their retirement, but to create sustainable wealth. For the first time, ordinary people will not be exposed to the ever-changing market conditions and recession. The Wealth Plan enables them to build a safe and successful property investment portfolio, which will not only take care of them, but will leave behind a legacy for future generations. The Wealth Plan is exempt from normal tax, estate duty taxes and executors' fees, however best of all is that the Wealth Plan is affordable.

The Wealth Plan, also known as the Treoc Way, has been introduced and offered to clients and investors since 2002 by specifically selected service providers with a proven track record and proficiency. The Wealth Plan consists of the following components:

1. A discretionary financial analysis during your personal consultation with your prospective client. We make use of a unique software programme, the Financial Affordability Matrix, to establish the client's financial capabilities. At Treoc we will never allow a client to over-extend him/herself based upon their own affordability.
2. It is recommended that your client attend our Training Seminar. Knowledge will be gained on how to administer and select property investments and on how these investments are protected. Through our experience we found that a client with this knowledge will ensure excellent conversion ratios in your business.
3. We assist your client in the registration of their asset and investment structure, the Double Trust Structure, and furthermore assist with the all-important asset and trust administration.
4. Suitable properties, selected by Treoc's specialists, are introduced to your client should the client wish to invest in property as asset class.
5. The property portfolios will be managed by Treoc's specialists who work closely with the trustees of the client's trust.

This is in short, what the Wealth Plan consists of. It has proven results clearly confirming property, as asset class in the correct structure, to be extremely effective in any economic climate.

We have seen in recent years that service providers who are most proficient in providing optimal service to their existing and prospective clients are those from the Professional Property and Origination fraternity. As proof, Property and Origination Professionals recommending the Wealth Plan annually surpass the production results of the industry norm with which they are associated. This is mainly due to the exceptional conversion ratios achieved once clients have attended the Training Seminar.

That is why we decided to establish a fully-fledged Partner department which we will offer to property professionals, originators and insurance brokers. We wish to invite all existing professionals to gain from Treoc's success story by strengthening their agencies and becoming a Treoc Accredited Partner and Wealth Plan reseller.