Deposit and investment advice

Whether you need to build up savings or a lump sum, we are here to advise on the best option for your money.

We have  experienced a large uplift in enquiries from RaboDIRECT customers (deposit and pension account holders).

Deposit options (available to existing and new customers including RaboDIRECT) - 35 day notice account - current interest rate 0.65% AER gross variable.

The key things to think about are:

1. How long are you prepared to invest for and do you need access to your money?

2. How much risk are you prepared to accept?

Every investment involves you taking some level of risk. Deciding what level of risk you are comfortable with is crucial, as your appetite for risk will influence the type of funds that you should invest in.

We have access to investments in 7 risk categories

• Very Low Risk

• Low Risk

• Low to Medium Risk

• Medium Risk

• Medium to High Risk

• High Risk

• Very High Risk

Structured Investments

For customers who are keen to protect capital and have an investment element that offers potential for growth. We have range of product producers available to choose from.

Important - If the institution providing the guarantee fails/becomes insolvent, the Fund will lose part or all of the money you have invested. If the investment is a structured product and not protected by the Irish State Deposit Guarantee Scheme then you may lose all of your investment.

Non capital secure investments (capital at risk)

You may want to consider assets such as company shares, bonds, alternatives and property which could potentially provide better returns than deposits in the longer term.

Typically, options that offer the most potential for growth also have the highest potential for loss. Our expert advisors will take you through a questionnaire to gauge the level of risk you are willing to comfortably expose your money to.

What is important is to ensure that your investment is well diversified and has an exposure to ‘growth assets’ which reflects your risk preference and capacity to loss.

Want to know more? We are available to discuss your options, and we look forward to hearing from you.

Our job is to help you choose a product and structure that will help you meet your goals.

telephone | 091441188 and/or email | office@nelsonlife.ie

RETIREMENT & PENSIONS |  INVESTMENTS | FINANCIAL PLANNING | LIFE INSURANCE

Nelson Life Limited trading as Nelson Life is regulated by the Central Bank of Ireland.

WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice.