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Regular Savings Plan

Why settle for effective negative growth on your hard-earned savings?

Bank deposit accounts and credit union savings accounts pay little or no interest so if you’re saving for that new car, or a holiday of a lifetime or for a deposit on your first house purchase, think outside the box – invest in an easy access, flexible regular savings plan.

You’ll reach your end goal far quicker!

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What is it?

What is Regular Savings Plan?

A regular savings plan is a policy that allows you save over the medium to long term (> 5 years) and seek to achieve a higher rate of return than that achieved through bank deposit accounts. Premiums can be paid monthly, quarterly, bi-annually and/or annually.

Lump sum payments can also be accommodated. Access for withdrawals from your account is totally flexible and the fund choice available for selection is wide.

It's important to note that your money is NOT held within deposit accounts. It is invested in the markets and as such DOES NOT carry any capital security.

Your returns are based solely on how well your selected funds perform during the investment term (You may get back less than you originally invest. Your fund values may go down as well as up).

How does Regular Savings Plan work?

We ask you to complete a Risk Profile Questionnaire at the outset to assess your own personal attitude towards risk and volatility.

This will help us recommend funds that match your profile.

Once this is agreed, you simply select the level of savings you feel comfortable about committing towards each month and start saving.

When you've completed the Risk Profile Questionnaire form, simply email it back to us at and we will be in touch with you as soon as possible.

How do I apply for a Regular Savings Plan?

It’s simple. Enter your details and one of our Team will contact you to complete your application. We’re here to help at every stage of the process.

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