Planning for Retirement – Savings & Investments

We all want to make our money work for us – so why not give your money the opportunity to grow!

Start now by setting up either a regular savings account or lump sum investment policy

• Policies are easy to set up.
• Your monies will be invested in funds which are in line with your investor profile.
• Your investment will be managed by expert investment managers.
• You will have the opportunity to potentially beat inflation.

REGULAR SAVINGS

Saving money on a regular basis is an extremely good financial habit.

It gives us peace of mind to know that we have access to a pot of money, which we can dip into either for a specific purpose in the future or in the event of an emergency.

Not only does saving create a sense of security, but it can reduce our level of financial stress in the future.

Regular savings into our bank account, although secure and accessible, may earn very little interest, if any. The purchasing power of this money is also decreasing with inflation, which is the increase the cost of goods and services.

The alternative is to set up a regular savings policy, where your money will be expertly managed, giving you the opportunity to potentially earn a higher return on your hard-earned monies.

LUMP SUM INVESTMENTS

Perhaps you already have a larger sum of money saved, for which you would like to make a long-term plan.

Investing a lump sum for a minimum term of 5 years is a good strategy to create wealth and protect your money against inflation.

Investment funds are available with varying degrees of risk and potential returns and we can help you select the fund/funds most suited to you.

Whilst investment products do carry some element of risk, the return over the long-term may be better than a deposit account.

IF YOU ARE KEEN TO GROW YOUR WEALTH AND YOU WISH TO EITHER SAVE REGULARLY OR INVEST A LUMP SUM, CONTACT US TODAY! WE WILL FIND THE RIGHT PLAN TO SUIT YOUR NEEDS.

To read our Sustainable Financial Disclosure document please click here.