Savings and Investments
Smart Savings and Investments made simpler with Financial Broker Guidance
Invest in Knowledge & Expertise - Gain the Best Returns
You’ve worked hard to earn your money, so when it comes to making your money work for you, you need the assurance to help you to grow your nest egg at a pace that’s right for your risk tolerance and aligns with your long-term financial goals.
A Financial Broker will help you navigate the complexities of savings and investments and will help you to manage your wealth effectively. By leveraging their expertise, you will gain personalised advice, access to a wider range of financial products, and the peace of mind that your money is being managed thoughtfully.
Smart Saving and Investing
Whether you’re planning for your dream wedding, college fees, retirement planning or simply for a long-term rainy-day fund, having a financial blueprint can make all the difference to your long-term financial outcome.
If you’re looking for sound savings and investment opportunities, your local Financial Broker can help you explore various savings plans, investment bonds and options tailored to your goals.
Invest Wisely, Plan Ahead, Secure Your Future
A Financial Broker will start the process by finding out about you and your investment goals: how long you want to invest for, what is the money required for, have you provided for short/medium/long term financial needs, etc.
Your risk tolerance is assessed by examining your income, expenses, assets, liabilities, and flexibility. Additionally, your risk preference is evaluated, which can be done through discussions with your Financial Broker or using psychometric tools for more precise assessments.
ESG Investing: Aligning Values with Financial Growth
ESG investing refers to an investment strategy that considers Environmental, Social, and Governance (ESG) factors alongside traditional financial metrics. The goal is to invest in companies that are not only profitable but also act responsibly in their impact on the environment, society, and their governance practices.
To explore your options, talk to your Financial Broker who will provide personalised advice and help you make informed decisions about ESG investing.
Budget Calculator
Help keep control of your personal and household spending by taking a look at your monthly income and expenses through our Budget Calculator facility. This will help give you an idea on how much money you have available to spend and save each month.
Benefits
Planning Today for a Brighter Tomorrow – Secure Your Family’s Financial Future with a Financial Broker.
A Clear Path to Your Future
Financial Brokers will work with you to establish specific investment goals before creating a saving/investment portfolio which they can tailor to achieve your financial requirements.
Understanding Your Risk Appetite
It’s crucial you understand your attitude to financial risk and how much you would be prepared to lose without it effecting your financial stability. Your Financial Broker will guide you through what options are best to suit your goals.
Start Small, Dream Big
A Financial Broker will work with you to get a complete picture of your assets, liabilities, income, and expenses. It’s important to understand and have clearly defined goals to consider your investment timeline and build a portfolio that takes on the appropriate risk characteristics to meet these goals. Start with small, affordable investments and don’t be afraid to ask for help.
Services
Financial Brokers deliver expert advice across a wide range of services including financial planning; savings and investments; mortgages; pensions and retirement; protection products; business advisory, and wealth management services.
Find a Financial Broker
Working with a Financial Broker provides you access to expert advice and a wide range of products, helping you find the best financial solutions tailored to your needs.