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Liquid Millionaire - isaco

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Notes<br />

61. Yahoo Finance: +18.3% average annual return over period March<br />

10th 1975 - March 10th 2000.<br />

62. Based on fi nancial description of a typical ISACO premium<br />

client (see below).<br />

Case Study 1<br />

Married 35 Years old.<br />

High Income.<br />

Tax-Free Savings: No<br />

Case Study 2<br />

Married 45 Years old.<br />

High Income.<br />

Tax-Free Savings: £250,000<br />

Case Study 3<br />

Married 50 Years old.<br />

High Income.<br />

Tax-Free Savings: £650,000<br />

63. High income equates to approximately £70,000 net or more per<br />

annum.<br />

64. Th is is based on the stock market putting in a very strong<br />

performance–such as the performance from 1990-2000 plus<br />

the investor having a high degree of knowledge in how things<br />

such as the stock market, investment funds, timing the market,<br />

ISAs and SIPPs work.<br />

193

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