Achieving Financial Goals with Regular Savings Plans
Throughout our lives, there are planned and many unplanned challenges to the money that is available to cover all bills and expenses.
Regular savings will always help to overcome these financial challenges and ensure that financial goals are achieved.
These regular savings could be used for:
- Deposit on home
- New Car
- Children education fund
- Holiday
- Child’s wedding down the line
- Manage emergencies or simply an extra bit of money for a rainy day
We are here to help and advise you on a suitable plan to help reach your goals.
The best way to make sure your Regular Savings Plan will be successful is to follow a few simple rules;
- Start on Time
- Understand the Investment Risk
- Select the right Investment
- Get the Plan & the Price right from the Start
What we will do:
- Contact all main Life Insurance Company we hold agencies with
- Compare all of their their Regular Savings Plans
- Find the Best Regular Savings Plan & Quote for you
- Make sure the Regular Saving Goals meets your Needs
- Confirm our recommendation in writing to you
- Explain Why we recommend a particular savings plan
- Ensure the Savings Plan Contract is issued to you
Whether you already save and want your savings to net a higher return or want to start saving, we at Hennelly Finance can help you to plan for your long-term financial needs.
