We all need to have savings for a rainy day. Savings and investment plans allow access to a wide range of funds investing in many different asset classes depending on your appetite for risk and particular investment goals.
Traditional deposit accounts are at all-time lows with near 0% growth rates and in the long term resting your money in these accounts will devalue your money as the cost of living rises ahead of the value of your savings.
Savings and investment plans allow you the opportunity to benefit from investment fund returns more than deposit rates and to grow the value of your savings over time.
You might have a specific need for a future cash outlay such as children’s college education costs or buying a new home.
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We are very proud that our team member Lorcan Russell CFP SIA LIB QFA is a CERTIFIED FINANCIAL PLANNER, CFP® and has been certified by the Financial Planning Standards Board (FPSB) Ireland. We believe the CFP® certification to be the gold standard in financial planning.