Building Cash Lump Sums

It is possible to achieve excellent returns through saving regularly with a savings plans, for example

*Investing €200 monthly indexed at 5%
Tax Free Lump Sum after 20 years – €85,406
Tax Free Lump Sum after 15 years – €55,206
Tax Free Lump Sum after 10 years – €32,639

Successful Savings Guidelines

A few simple rules to help get the best return;

  • Start on Time
  • Understand the Planning Goals
  • Select the right Investment
  • Review & Track the Investment Performance

*Source New Ireland. Assumed Growth Rate is 6%

Savings Financial Goals

  • Buy a Home – lock in the deposit.
  • Get Married – an expensive time.
  • Pay College Fees – getting more expensive.
  • Manage Emergencies -the unexpected demands
  • Leisure & Fun – if the cash is not required!

Contact Us for information and advice.