Savings and Investments

Savings

When it comes to planning your future, starting to save is a great place to start. You may wish to

• Save for your children’s future
• Save for a deposit for a new home
• Save for some future event such as home renovations or buying a new car
• Save for a wedding
• Supplementing your income in retirement

Saving is a simple, flexible way to prepare for longer term goals that aims to build the value of money over time by investing regularly. Everyone benefits from saving!

Saving even small amounts regularly will help you to:

• Manage your money and cope with unexpected expenses and emergencies
• Afford things you need in the future
• Borrow less
• Ease financial stress
• Once you've decided on your saving goals, you can figure out how much you need to put away each month.
• When you commence your Savings plan, we can show you how your savings may grow over time.
• The plan works investing in a range of funds with varying potential for return. We'll help you decide which funds to go for
• Then, all you need to do is to start saving. And look forward to your new house, car, or holiday

Our savings plans offer:

• Flexibility - You can decide how much you want to save per month (minimum applies).
• Tailor-made - We can help you create a plan to suit you perfectly and choose from a range of funds.
• Growth Potential - You can opt for higher risk funds with a higher potential return, or limit the risk to your savings with lower risk funds.
• Reduced Volatility - Investing on a monthly basis gives you the opportunity to smooth out the effect of market highs and lows on your investment.

You can decide how much you want to save per month (minimum applies). You can start a savings plan with as little as €100 per month. Be realistic with how much you can afford to put aside.

Investments

There are many ways to invest – what is important is understand the investment solution and make sure it suits you and your goals.

At Rite Financial Solutions, we want to help you make the most of your money with investment funds that work as hard as you do. Investing a lump sum is a great option if you want an opportunity to grow your money over time. We offer access to funds with varying levels of risk and return. If you are looking for an alternative to a low interest deposit account for their savings, contact us at Rite Financial Solutions for more details. We offer you access to a range of investment funds from award winning, world class fund managers.

At Rite Financial Solutions we are committed to ensuring that your Investment portfolio matches your attitude for risk and return. We undertake an analysis of your personal circumstances, financial situation and needs and objectives before recommending a suitable investment for you.

Our investments offer:

• Choice - select from a wide range of funds, and various asset classes.
• Flexibility - You can switch funds at any time.
• Option for regular income - you may take a regular income from your investments if you wish.