What is an investment policy? (viewed as medium-long term policy minimum 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 at WP O’Reilly & Associates Ltd provide a wide range of options to suit your needs.
- Minimum savings from €50 per month
- Minimum lump sum investment amount of €20,000
How do I decide what funds / products to invest in?
At WP O’Reilly & Associates Ltd, we offer comprehensive investment advice tailored to your unique risk tolerance. To find out what your current attitude to risk is, please follow the link to complete the questionnaire:
I want to save for my child’s future education, what are my options? (include child benefit)
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.
- For further information, book a free consultation / start a live chat / arrange a callback etc.
I’ve received an inheritance, what are my options?
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