Saving & Lump Sum Investment

In relation to regular savings, we always recommend that you keep a comfortable amount of money in an instantly accessible current or deposit account.

As most life insurance investments are driven by market performance, we only recommend saving in one of these plans for the medium to long term, ie 5 years or more.

In relation to Savings & Lump Sum Investment, we will have a detailed discussion about your risk profile to ensure any recommended investment suits your needs.

Mark Cahill Financial Services takes the time to ensure your investment matches your risk profile and investment time horizon.

For further information about savings/lump sum investment plans to meet your needs…
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