Savings & Investments
You might want to save on a regular monthly basis for any of the following:
- A deposit for a house
- A child’s secondary or third level education
- Wedding
- Rainy day
- Car
- Holiday home
We can offer a wide range of savings and investment products AS WELL AS BANK DEPOSIT INTEREST ACCOUNTS
Alternatively, if you have a lump sum of money to invest, we can offer a wide range of savings and investment products.
All investors are different, some want a capital guarantee with their investments. Others, are more adventurous and want exposure to volatile markets that can offer higher growth potential. Not all insurance type savings policies or investments are suitable for everyone, a bank deposit interest account may be more suitable. Before we can provide you with a suitable product, we need to carry out an investor risk profile to establish your attitude to risk.
The Investment risk profile will take into account
- Your age
- Proposed length of your investment
- Marital status
- Number of dependants
- Investment objective
- Is a capital guarantee needed
- Investment knowledge
- Familiarity with investment markets
- Different investment scenarios
- Risk aversion
- Loss aversion