Regular Savings

Everyone has financial goals of one sort or another.  From saving for a deposit on a first house, to saving for your children’s education, saving for a rainy day or simply for extra financial security in retirement, a regular savings plan can help you reach these goals and more.

A regular savings plan places your money into unit-linked managed funds where it is invested in assets with growth potential such as equities and bonds. However, you will usually also enjoy a good level of capital security so you know your money is secure.

Regular Savings plans come in all sorts of shapes and sizes. Here at Southeast Financial Services we can help you review your options, savings goals and ensure you choose a plan that offers all the return, access and capital security you are looking for.

What are the benefits of a Regular Savings Plan?

Your money gets access to a wide range of investment assets with good growth potential.

You will usually enjoy more attractive potential returns than bank deposits.

You can normally secure up to 100% of your capital.

You can choose a level of access to your money that suits you.

You can balance risk and reward to suit your savings ambitions.

At southeast Financial Services:

We will work together to clearly define your savings ambitions.

Together we can work out how much you can afford to save each month.

We will review the market for the best options for your needs.

We will regularly review your savings plan to ensure it stays on track.

Warning: The value of your investment may go down as well as up.

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