An investment policy is a plan you can put in place and should be viewed as medium to long term investment (we would recommend a minimum of 5 years).
This means putting a lump sum and/or regular savings in an investment fund with the potential to grow the fund further.
Whether you have a lump sum to invest or prefer to save regularly, we can provide a wide range of options to suit your needs.
- Minimum savings from €50 per month
- Minimum lump sum investment amount of €20,000
At WP O’Reilly & Associates, we offer comprehensive investment advice tailored to your unique risk tolerance. We will conduct a full review with you to understand your individual circumstances and attitude to risk, which will allow us to recommend the most suitable products and funds for you.
There are various savings plans available in order for your to invest your child benefit payments or regular savings towards your child’s future education costs.
If this is something you are interested in setting up, please get in touch and we would be more than happy to assist you.
Depending on your individual circumstances, we will be able to advise you on the various options available to you.
