Savings & Investments

In the current economic and financial climate it is important to look at all the available options for your hard earned savings. By choosing New Star Financial Management we can;

• Provide you with access to some of the most secure; respected and high ranking Credit rated institutions operating in the International market.
• Provide Alternatives to Euro Investments in alternative currency denominations.
• Give you options regarding both Lump Sum investments and Regular Premium savings over various time frames and with Capital security if needed.

The old saying “Don’t put all your eggs in one basket” is well known – it also has never been more relevant. It is worth taking time to review and assess how and where your money is working for you. We are here to ensure that you are aware of all the options available to you.

Deposits

With so many Banks and institutions offering various rates of return and various terms ranging from 3 months to 5 years plus, it is important to take into account both your short term and longer term savings needs.

In times of uncertainty many people postpone making longer term decisions about their savings. Sitting down with a Specialist Savings & Investments advisor to ensure you achieve a good balance in this regard can provide you with a degree of comfort in planning for today and for your future savings provision.

Investment Bonds & Capital Protected Investments

With so many Providers offering various investment options it can be daunting trying to make the right choice. By talking to New Star Financial Management you will find that we can explain and advise you in a manner that is clear & simple and not full of jargon or confusing terminology.

Our aim is to ensure that you are completely comfortable with any investment decision you make and have a full understanding of all the options available to you.

Many Financial products offer a mix of both Deposit and Investment returns with terms ranging from 12 months to 5 years. Before any recommendations are made, we will discuss these with you and assess the suitability of the various offerings to ensure that it matches your requirements.

Regarding Investment Options that include Capital Protection and access to funds, we can ensure that clients take advantage of spreading their funds between the various institutions available in order to maximise the various guarantees that are currently in place in the Irish Market

Managed Funds

For anyone who wishes to Invest in Funds that offer the potential for higher returns it is important to be aware of the range of options available as well as the costs and charges associated with these types of funds.

Here at New Star Financial Management, we will actively review the many and varied Managed funds on the Market. These Funds are generally suitable for investors who may already had some investment experience and who do not need access to the investment amount for a period of 5 years or more.

As values can fall as well as rise, it is important to assess your attitude to investment risk and match this with the most suitable Investment choice that’s right for you.

Savings plans- Regular Savings

If you are considering setting up a regular monthly savings plan, perhaps for your children’s future or to build a lump sum for a special event or occasion, we can find the most suitable plan that’s right for you.

You may wish to save additional funds to supplement an existing Pension plan, save for a deposit on a house, your dream wedding or you may want to save for an event 5 or 10 years into the future. Saving can be about the good things in life- not just the mundane things.

Turn your dreams into reality by speaking with our Savings & Investment specialist and start planning for your goals today…

Contact us today to arrange an appointment… info@newstar.ie