Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
Different ways to grow your wealth
RetireInvest provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the most suitable rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.
RetireInvest can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.
Investing a lump sum
Whether you have accumulated cash over time, inherited a lump sum or even won the lottery, one thing is certain: if you have a lump sum to invest, you need to think carefully about what you do with it. The most important thing is to do something – doing nothing will simply mean your money is likely to be eroded by inflation over time.
There are countless lump sum investment options available, and it’s often difficult to know where to turn. And so many people simply don’t do anything for fear of making the wrong decision. At RetireInvest, we believe in good financial advice, and we think it’s important you put your money in an investment that’s suitable for you when considering where to invest a lump sum.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.