Investments *â‚¬5,000 +.
Regular Savings of *â‚¬50+.
A few simple steps will enable the right decisions and find the best solutions, for example,
– Understanding investment and savings needs?
– Any previous investment or savings experience?
– Current Age linked to Savings & Investment Term?
-Â InvestmentÂ Risk Profile?
Without doubt some or all of the financial events listed below will happen to most people in their lifetime.
– Mortgage Deposit
– College Fees
– Holiday of a Lifetime
– Rainy Day Funds
– New Arrivals
– Getting Married
– New Car / First Car!
TheÂ Â risk is that funds for normal day to day spending will not cover these financialÂ commitments soÂ it is importantÂ to have investments or regular savings in reserve…just in case.
Advice & Information…
Your answers to these questions plus others that are very relevant will help in building your financial plan for future financial commitments.
Our qualifications, skills and experience in this area is one of the strengths and advantages of using Allied Financial as your Financial Broker.
Please use any of the links in the menu opposite if you need more information about some important steps towards successfulÂ investments and savings.
*Investment and savings amount mentioned are based on current minimum premium for once off investments and regular monthly savings.
Call 096 60044 if you need more information and advice.