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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
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