Savings & Investments
Putting a savings fund in place – either through regular saving or a lump sum investment – is one of the best ways of increasing your financial security and confidence.
You might have a specific reason for saving or you might just want to build up a rainy day fund so you know you can confidently meet future challenges. Whatever your reasons, having a savings fund to fall back on is an excellent resource for anybody to have.
You can get started with a regular savings plan from as little as €75 per month and you will be surprised how quickly your fund starts to build up.
It could also be the case that you have a lump sum to invest, possibly from funds already built up, or an inheritance or redundancy payment.
We can give you access to deposit funds, but if you want to really give your money the potential to grow, you will need to take on an element of risk and put your money into investment funds. Funds aim to grow your money faster than the interest rates offered by deposits.
You can find funds with steady consistent growth, and funds that offer more potential for higher long-term gains. The higher the potential for growth, the riskier the fund, and your investment could go up or down. But with careful management, you can build a portfolio of funds geared towards your goals.
Our investment process provides us with a structure to successfully set up your portfolio in accordance with your needs and in line with our investment philosophy.
We will help you to protect and grow your assets.
Contact us for an appointment and we can have a chat about your needs.
Use the form below to start your conversation today!
Sustainability Factors – Investment / IBIPs/ Pension Advice
In accordance with the Sustainable Finance Disclosure Regulation (‘SFDR’), we inform you that when providing advice on insurance-based investment products/investments, we do not assess, in addition to relevant financial risk, relevant sustainability risks as far as this information is available in relation the products proposed/advised on. This means that we do not assess environmental, social or governance events/conditions that, if they occur, could have a material negative impact on the value of the investment.
When providing advice on insurance-based investment products (‘IBIPs’) or investment advice we do not consider the impacts of our advice that result in negative effects on sustainability factors (namely environmental, social and employee matters, respect for human rights, anti-corruptions and anti-bribery matters), because the area of sustainable is relatively new and as the issue progresses, we will review our position. CML Financial will review this approach on an annual basis in January.