SAVINGS & INVESTMENTS

Regular saving is a great way to build up money over time to meet your financial goals. If you have already built up a lump sum, then Investing could be a good option for you. You may stand to earn a greater return by investing in a fund rather than a cash deposit account. 

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What are your Investment Goals? Making the decision to invest will be influenced by the kind of financial objectives you have. Do you want to save over a short time period, or over a long term? For short term goals, like putting aside money for a holiday, a bank deposit account may be your best option. For long term goals, like education costs, then investing could be a good option. Investing in a fund can give you the opportunity to earn an inflation beating return over the medium to long term.

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Attitude to Risk - When it comes to investing a lump sum, it's important to be aware that that there is a level of risk involved. Usually, the greater the potential return you want from your savings and investments, the greater the risk you have to take.

You can choose from a variety of different options, depending on the level of risk you are comfortable with.

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