Savings and Investments
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Everyone benefits from saving
We will analyse your needs and prioritise them. Your investment portfolio will then be tailored to meet your financial short and long term requirements. We take into consideration your objectives, time frame and risk profile. Saving even small amounts regularly will help you to:
- Manage your money and cope with unexpected expenses and emergencies
- Afford things you need in the future e.g. car, deposit for house etc.
- Ease financial stress, invest funds that have been inherited, saved or earned
- Establish a fund for your children’s education
- Invest your Tax-Free lump sum at retirement
- Build up a ‘Rainy Day’ / Emergency Fund
Types of Investment and savings:
- Lump Sum Investments
- Regular Savings Plans
- Children’s Education
For more information on savings & investments, contact Faith Fahy.