For investors who don't need income now. Your capital compounds at a fixed rate for 5 years — no market risk, no decisions to make.
See what your capital becomes after 5 years of compound growth
If you don't need monthly income from this capital, why draw it out and pay tax on it every month? The Strategic Growth Portfolio lets your money compound at 14.5% per year without interruption. No income means no monthly tax — your returns keep growing on top of returns.
Your capital is invested in a structured private portfolio through Everest Wealth (FSP 795). Returns accumulate inside the portfolio at a fixed 14.5% per annum. At the end of the five-year term, you receive your original capital plus all accumulated growth, less 20% dividends withholding tax on the growth portion.
At maturity, you have options: take the full amount, reinvest into a new growth term, or switch to one of the income products (12.8% or 14.2%) if your circumstances have changed and you now need monthly income.
This is a five-year investment. Early access is limited and may involve notice periods (up to 120 days) and possible penalties. Only use capital you can commit for the full term. If you may need this money within 1–3 years, this product is not suitable.
100% of your investment goes to work from day one. I earn my commission directly from Everest — you pay nothing. No advice fees, no platform fees, no admin charges.
This product works best as part of a broader strategy. Before proceeding, I confirm suitability.
This calculator provides estimates based on a fixed 14.5% annual compound growth rate over 5 years, less 20% dividends withholding tax on growth. This is not an official quote from Everest Wealth. Early access is limited and may involve notice periods and penalties. Capital is committed for the full five-year term. Actual returns may vary. Please consult with a qualified financial adviser before making any investment decisions.