Financial review
Are you saving for your future?
Are you putting money aside for the long term, or saving up for a specific medium-term expense such as the deposit on a home?
How much can you realistically afford to save each month? Would your money be better invested paying off some debt?
A personal financial review will look at how much you’re putting into savings and pensions. We will suggest any changes that could make your money work harder for the future.
You should also check the interest rate on any standard savings accounts you have. Interest rates change from time to time, so even if you got a great deal when you opened the account you might find it’s less competitive now.
Example: we currently have access to a 35 day notice variable deposit account. 0.65% AER gross interest rate on balance up to €100,000.00
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.