NEWSLETTER SIGNUP

Stay informed of up and coming dates as well as all exciting new opportunities

BACK TO LIST

Dermot Joubert

casestudy-info

“Retirement Offers a Great Investment Opportunity”

With the help and support of Platinum Portfolio Builder, Dermot Joubert has set up a new successful life in the UK with his wife Lenieve and is now free to enjoy time with his family and the pleasures of a good round of golf.

This time last year Dermot Joubert was living in South Africa. Having taken early retirement from a career spanning thirty three years in the tyre industry, Dermot had left his twelve year post as Manufacturing Director for Dunlop Tyres International and together with his wife, was embarking on the decision to move to the UK. Since their children lived and worked in England, they hoped that the change in lifestyle and location would provide them with more time together as a family.

Contemplating his new life in the UK Dermot was already speculatively looking for a project to invest in. Having bought and sold a few properties both in the UK and abroad with moderate success, Dermot’s curiosity took him to a Platinum Portfolio Builder Exhibition in London where he was introduced to founding partner Nick Carlile. By October 2009 with some help and advice from Nick on buying a property in Bournemouth, Dermot and Lenieve had successfully relocated from South Africa to the UK.

Speaking of that initial set up appointment Dermot explains “I was looking for an investment opportunity that could deliver a better rate of return than the current market interest. Having left a successful career to pursue a more relaxed pace of life, I had no interest in getting involved with the day to day running of a property portfolio  and therefore the passive nature of Platinum Portfolio Builder was a particularly attractive package for me”. Dermot speaks highly of the Builder provided especially in those early days, giving invaluable help and advice regarding routes to access funding together with advice in a host of other areas. “They removed countless pitfalls from the relocation and investment process leaving me free to enjoy more time with my family and indulge my favourite hobby – golf. Platinum Portfolio Builder was the conduit for me to settle comfortably in the UK and enjoy a financial freedom that delivers significant lifestyle benefits.”

Dermot’s involvement with Platinum Portfolio Builder has also allowed him to return to his business roots, a process he is finding particularly fulfilling. Having purchased four portfolios at a considerable discount, Dermot plans to watch his initial portfolios mature over the two year roll-out period, after which he is planning  to continue his relationship with Platinum Portfolio Builder and will certainly be considering future investments.

Speaking of the business as a whole Dermot sees great opportunities for Platinum Portfolio Builder in the future “They have a seriously impressive knowledgebase, providing everything from  mortgages  to tax consultants, they truly offer a complete package. They are certainly invaluable to me when looking for trustworthy and ethical advice and in helping myself and Lenieve plan for our future pension requirements.”

^ Back to top