Regular Savings Plan
Lumpsum Investment Bonds
Childs Savings Plan
Client Testimonials
“Everything was explained in layman’s terms, no real jargon, felt confident in their knowledge”
— Niall, Galway
— Paul, Cork
— Audrey, Dublin
Providing informed and strategic investing advice has helped thousands of people in Ireland grow their wealth & unlock their money’s true potential.
WHAT WE DO
- RReview your current situation
- RIdentify your investment objectives & preferences
- RUnderstand your risk tolerance
- ROffer insights on a wide range of investment options, including stocks, bonds, mutual funds, real estate, and more.
- RDraft personalized investment recommendations that align with your financial goals
- RDevelop a tailored investment strategy that helps you spread your investments across different asset classes and industries to maximize potential returns
- ;Continuously monitor your investment portfolio to identify opportunities for optimization.
- ;Available to answer your questions, address concerns, and provide insights into market trends and economic developments throughout the year
- ;Transparent and detailed reports, helping you stay informed about the performance of your investments.
We offer guidance in navigating the complex world of investments
With our diversified portfolio strategies, we ensure that your investments are spread across various asset classes to minimize risk and optimize returns. Our in-depth market research enables us to identify promising opportunities that help us make informed investment decisions. Through active portfolio management, we constantly monitor and adjust your investments to capitalize on market trends and maximize your money’s growth potential. Moreover, our expertise grants you access to unique investment opportunities that may not be readily available elsewhere. We also specialize in retirement and wealth planning, helping you secure a financially stable future. With transparent fee structures, you can trust that our services are delivered with the utmost integrity and value.
REGULAR SAVINGS PLAN
No matter what your financial goals may be, whether it’s preparing for a new home in the long term, a dream wedding, or safeguarding against unexpected circumstances, a well-thought-out savings plan can be the key to achieving them. We can help you with a diverse range of savings solutions tailored to your specific needs. By starting a Regular Savings Plan, you can witness the growth of your savings over time. Consistently setting aside a portion of your income, your savings are invested in a range of investment funds depending on your risk profile.
Our investment experts are here to guide you towards the optimal savings strategy, ensuring you can confidently reach your savings goals.
LUMPSUM INVESTMENT BONDS
Currently money being held on deposit (e.g. in bank savings accounts) is not earning much interest. The question you should ask yourself is whether you want your money to work harder?
If you have a lump sum of money to invest, such as an inheritance or existing savings, we offer a range of investment funds tailored to your risk profile, providing greater potential for growth. If you’re seeking a long-term investment horizon of five years or more and have over €5,000 to invest, our Lumpsum solution is designed to meet your needs. With the flexibility to switch and reallocate your investments among various funds, you have full control over your portfolio. You can easily track the value of your investment bond at any time ensuring transparency and convenience throughout your investment journey.
KIDS SAVINGS PLAN
Start securing your child’s future today to provide them with the best opportunities in life. By taking action early and beginning your savings journey now, you can maximize the financial support available to them. We offer a wide range of investment funds for you to choose from, ensuring optimal growth potential over the years. Through this plan, you have the opportunity to build a dedicated fund for your child. Moreover, by assigning the plan to your child, you can leverage the annual Gift Tax exemption of €3,000 from any individual (€6,000 from a married couple).
Our investment experts are here to assist you every step of the way, ensuring you make the most informed decisions for your child’s financial well-being.
We understand that making sound investment decisions is crucial for building a secure and prosperous future. That’s why we’re here to guide you every step of the way.
| Warning: Past performance is not a reliable guide to future performance. |
| Warning: The value of your investment may go down as well as up. |
| Warning: If you invest in this product you may lose some or all of the money you invest. |
| Warning: These products may be affected by changes in currency exchange rates. |
Why work with us?
Work with Ireland’s leading financial advisors to make your money work smarter, harder and go further.
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