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.