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Savings and Investments
At MyWealthManagement, we take the time to understand your specific financial goals, your attitude to risk and answer any questions you may have. Building insights from your feedback, we provide you with a range of options to help enhance your financial well-being. We offer superior investment funds, savings, and deposit options for individuals and companies all across Ireland.
In the current environment of low-interest rates and high inflation, funds left in traditional banking institutions may essentially earn 0%, ultimately causing a decline in real value over time and reducing your purchasing power in the long run.
MyWealthManagement prioritises optimising your money’s potential and allocating your resources in the most efficient way to not only maximise your wealth but more importantly to protect it. This is particularly important in times of high inflation like we have faced over the last number of years.Our commitment is to explore the most suitable options for you available in the market. We can offer advice and the management of existing investments and deposits for clients. We offer an independent audit and review service to evaluate performance, suitability, risk and charges.
As you will see below, MyWealthManagement offers savings and investment advice on the best options for:
– Long Term Capital Growth & Capital Protection
– Emergency Funding
– Saving for your first home or next big purchase
– Investing for your children’s education
– Tax incentive investment schemes
Choose MyWealthManagement for all your financial advisory needs
Did You Know…
€127b
is the value of Irish pension sector fund assets
481,000
people in Ireland paid too much tax in 2022
€313m
is the estimated value of income tax overpayment to Revenue in 2022
25%
of primary school parents have taken out a loan to help pay for their child’s/ children’s primary school costs in 2023
Lump Sum Investment Bonds & Deposit Options
At MyWealthManagement, we understand the profound impact that strategic investing, particularly leveraging the power of compound interest, can have on building long-term wealth and mitigating the adverse effects of inflation. Our comprehensive approach aims to cater to both seasoned investors seeking to optimise their portfolios and individuals who are taking their initial steps into the realm of investments.
For those with a lump sum ready for investment, we offer personalised assistance in exploring diverse options across varying risk and return levels. Whether you are a seasoned investor looking to fine-tune your portfolio or someone taking their first steps into the world of investments, we are committed to guiding you through the process of determining the best fit for your specific needs.
Understanding the significance of compound interest, we emphasise its role in wealth accumulation over time. By reinvesting the returns generated from your investments, you can benefit from compounding, which involves earning returns not just on your initial investment but also on the accumulated returns. This dynamic strategy contributes significantly to the growth of your wealth over the long term.
Moreover, we recognise the impact of inflation on the purchasing power of your money. Through strategic investment planning, we aim to help you stay ahead of inflation and ensure that your wealth preserves its real value. Our goal is to empower you with the knowledge and tools needed to make your money work harder for you, fostering financial security and prosperity for you and your family.
To embark on your Personal Financial Review and take the first step towards achieving your financial goals, please click here.
Education Planning & Saving
In the pursuit of providing an optimal future for their children, young and growing families often prioritise education as a key focus. Recognising this, MyWealthManagement recommends a proactive approach to saving for your children’s education by starting an easy access investment plan early on. This strategy not only ensures financial flexibility but also facilitates the potential for significant growth over time, thanks to the power of compound interest.
Our advice is centered around the idea that starting to save for education early can make a substantial difference in securing the necessary funds and possibly avoid the need for borrowing later on. An easy access savings or investment plan is a versatile solution that allows parents to increase or decrease contributions at any time, ensuring that the savings strategy aligns seamlessly with changing financial circumstances. Furthermore, the assurance that funds are always accessible without penalties provides an additional layer of flexibility, offering peace of mind to parents navigating the uncertainties of the future.
Compound interest, a fundamental principle in wealth accumulation, is particularly impactful in the context of saving for education. Even small monthly contributions can generate substantial returns over time, thanks to the compounding effect. By reinvesting the returns generated from the initial contributions, parents can witness the exponential growth of their education savings, potentially surpassing what might be achieved through traditional savings methods. We want to see our clients earning interest on their savings now and not paying it back in the form of a loan later in life.
Click here to initiate the process and take the first step toward a tailored savings plan that aligns with your aspirations for your children’s educational journey.
Corporate Savings & Investments
For business owners and companies, the strategic investment of excess funds can yield substantial benefits, and MyWealthManagement is here to offer tailored solutions to maximise those advantages. Our easy access cash funds present a lucrative opportunity, enabling business owners to potentially earn superior returns compared to traditional retail banks. This is a significant advantage, especially in a business landscape where optimising financial resources is paramount.
The flexibility inherent in our easy access funds allows business owners to maintain liquidity while simultaneously earning a competitive return. Unlike traditional retail banks, where returns may be limited, our investment options open avenues for enhanced profitability on surplus business funds. The ability to earn more on idle cash positions contributes to overall financial health and resilience.
MyWealthManagement provides a diversified range of financial instruments, including fixed-term deposit accounts and risk-based investment bonds. These options cater to different risk appetites and investment goals, allowing business owners to align their investment strategy with the specific needs and circumstances of their company. MyWealthManagement empowers business owners to navigate the complexities of the financial market, making informed decisions to secure a better financial future for their companies. Whether it’s the accessibility of easy cash funds or the stability of fixed-term deposits and investment bonds, our comprehensive offerings ensure that business funds are not just stored but actively working to generate value over time.
To explore how MyWealthManagement can optimise your business’s financial position and potentially enhance returns on excess funds, we invite you to connect with us. Click here to start the process.
Regular Saver
Is your bank deposit account yielding minimal interest? Consider a more dynamic approach with our Easy Access Regular Savings Plan, spreading your savings across a range of investment funds based on your risk tolerance. Benefit from euro-cost-averaging, reducing market volatility impact and emphasising the importance of time in the market over timing. What sets this plan apart is not only its potential for substantial returns and flexible access to your savings but also its role in safeguarding your funds against inflation.
Want to save consistently for at least five years, earn potential returns, and maintain flexible access to your savings? Please click here to start your Personal Financial Review and explore a strategy that makes your money work harder for you.