Investments and Savings
With over 30 years experience in helping our clients to grow their wealth, we can offer expert impartial advice on selecting well researched investment opportunities that suit your needs. It is fundamentally important that any investment you make is suitable, affordable and is compatible with your attitude to risk.
Most investments consist of a trade off between the level of risk and the potential return. We assist you in gauging your own attitude to risk at the early stages of the Lifetime Financial Planning process, and we also give you our own impartial advice on your threshold for potential volatility and any losses that might occur.
The effects of inflation can be detrimental to the value of money left on deposit in your current account. At an inflation rate of 3% per annum, €100 will be worth only €74 in ten years time.
Although everyone needs a reasonable amount of money kept in reserve for a rainy day, leaving large amounts on deposit for long periods is not a good idea.
At Lifetime Financial Planning we can assist you in making your savings yield more for you, and ensuring you beat the corrosive effects of inflation on your hard earned money.