Irrespective of your goals early planning is essential. Implementing a comprehensive wealth management strategy at an early stage is a vital factor in whether your dreams are realised.
Making your money work harder for you!
Many people leave their surplus income to languish in the bank each month. This gives them comfort that their money is easy to hand in a safe place. The problem with this is that too much cash is left in a current account or time deposit attracting very unattractive interest rates. People should always have some cash to hand for emergencies and ideally this should equate to six months living expenses. The rest should be invested in other ways. By saving on a regular basis you can get your surplus cash to work much harder for you and you will benefit from having a disciplined savings regime to quickly build cash reserves.
Investing in markets through a well-managed unit trust or mutual fund in the medium to long-term has consistently outperformed traditional interest bearing deposit accounts. With an extensive range of funds to choose from, we can help construct a savings scheme that will reflect your attitude to risk and return and satisfy your specific needs and aspirations, as well as incorporating flexibility to adapt to any changes in your personal circumstances.
If you would like some specific advice on regular savings please do not hesitate to contact us. Download our brochure and leave your details on the e-form and our consultant will contact you shortly.