Saving is one of the best ways to prepare for long term goals and help build overall wealth. A well balanced approach to saving should take account of the short, medium and longer terms, the level of access required, the need for growth, and appetite for risk. Regular saving plans are a simple, flexible way to prepare for your savings goals. The aim is to increase the value of money over time by investing regularly.
We have access to a wide range of investment funds, and some of the best international and Irish fund managers.
• You choose your monthly amount (based on your goals and what you can afford)
• You can add lump sums along the way
• You can increase or decrease premiums at any time along the journey
• You can choose default options or pick from a wide range of investment funds to build a plan tailored to you
Call us if you would like to avail of a free consultation to discuss building up your personal wealth