It is important to save and invest and no matter how small the amount you can afford to put aside we at Pax Asset Management will ensure that that you achieve the best possible rate of return from your savings scheme.
Before we can suggest the best scheme for you, our skilled financial advisors will discuss your investment objectives and help you set targets/goals. At that stage we can match these goals with your available budget to provide you with a bespoke investment scheme. To do this we must establish the following:
- Your attitude to risk
- The term of your investment
- Your method of investing (lump sum or Regular savings Plan)
- The amount of control you wish to exercise over the investment
- If you wish your return to by the means of Income generation or capital growth
- Your taxation exposure
- Your other savings structure (Pensions etc)
Pax Asset Management Savings schemes at a Glance
What Returns can I expect to achieve?
It is very difficult to predict how an investment is likely to perform as there is always an element of risk (unless one chooes a lower risk lower return scheme) and in the recent past many funds have performed very poorly. However one benefit of saving regularily means you can iorn out some of the peaks and some of the troughs. It is reasonable to expect a performance where your investment would grow in the region of c.6% PA.
What will I get an the end of the Investment?
The table above shows that if you made an investment of €300 per month for 10 years and if the fund grew at 6% PA your investment would be worth €53,808 at maturity.
Our bespoke investment structures can include funds maganed by Ireland's top fund managers, bonds, capital guranteed products as well as property and other alternative investments.
Our skilled financial advisors will help balance your risk profile with your expectations to help your reach your targets. To begin this progress please contact us by completing the inquiry form below or call 01 652 0394 now.