Equity Based

A  once off lump sum or regular monthly contribution is paid over the medium to long term, minimum term 5+. 

It’s possible to achieve excellent returns if invested according to your attitude to risk and have regular investment reviews.

Typically between 50% - 80% of your contribution is invested in the equity markets depending on your risk profile rating.  We will assess your risk tolerance to ensure we understand the level of risk that you are comfortable with taking. 

We believe that the fundamentals of matching successful investment to risk profiles and the financial targets is getting the asset class selection right and that is why we will invest a lot of time up front making sure this is right and then, ensuring that the performance is as expected during the investment period.

Flynn & Lynch will guide you through the above process to figure out an investmnet solution for your financial goals.