Savings & Investments

​​Lump Sum Investment 

     Have you got a lump Sum of Money and you want to invest

                                      - Look no further -

Investing a lump sum can be a smart way to grow your wealth over

time. With the right investment strategy, your money has the

potential to grow significantly. We offer access to a range of funds,

each with different levels of risk and return, allowing you to choose

the option that best suits your goals.

When you invest with us, your money can be placed in one or more of our

carefully selected investment funds. These funds are designed to match your

risk tolerance and offer growth opportunities over varying time periods.

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How Your Goals Shape Your Investment Choice and your Risk Awareness

The type of investment you choose depends largely on your financial objectives. Are you looking to save over the short term, or are you

Thinking long-term Investment?

Understanding your goals helps guide your decision, ensuring that your investment aligns with your timeline and desired return.

No matter your financial goals, we’re here to help you navigate the world of investments and choose a strategy that works best for you. To determine the best investment for you we will provide a risk assessment so you can decide the best funds would suit you.

Fund options can range from high to low risk. 

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• Cash: - money on deposit (e.g. cash in a bank).

• Bonds: - loans to companies or governments.

• Property: - bricks and mortar, property equities or REITs (Real Estate Investment Trusts).

• Equities: - investment in company shares.

• Alternatives: - includes commodities, e.g. gold, copper, water infrastructure and agriculture

All investments are subject to rise and fall in the market. all funds can be changed if it is not performing as the client had foreseen based on past performance  

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