There are many reasons to start a savings and investment plan such as preparing for the cost of children’s education, saving for the deposit for a house or to pay off a mortgage early. When providing our clients with financial advice in relation to savings and investments MK Financial will start the process by preparing a risk profile for the client. This is to determine the level of risk a client wishes to undertake in relation to investments. A risk profile will be a combination of the following:
Based on the outcomes of this risk profile we will provide you with a recommended investment portfolio and savings plan based on the level of risk you wish to take.
To complete a RISK PROFILE, please click here
If you would like to arrange a one to one consultation to discuss your saving and investment requirements please contact us.
For a general overview of the different types of savings and investment options available, please see below.
A lump sum can be invested into one or a combination of investment funds, depending on your risk profile. An investment fund can be a good choice if you have money to invest and are hoping to achieve higher returns than a deposit account while at the same time hoping to outperform inflation.
Regular savings products allow you to put some money aside on a regular basis - usually monthly to build up a savings fund over time. MK Financial can recommend a regular savings fund that offers you the best return based on your circumstances. This allows you to save for specific events such as children’s education or deposit to buy a house.
A fixed term deposit is a sum of money paid into a bank or building society account, usually for a specified period of time. Generally speaking, the longer the term the better the yield on the initial deposit. A fixed term deposit is a good savings option if you are risk adverse. MK Financial can recommend deposit accounts that will provide the best return over the period.
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Site by [ Attik Designs ]