Savings & Investments



Some investors may want to know how risk-averse they are. Please click here to complete an 18 question form to determine your attitude to risk. We will also ask you how much you wish to invest, WHETHER A LUMP SUM, PENSION INVESTMENT OR AN APPROVED RETIREMENT FUND AMOUNT. We will then send by return a comprehensive report and recommendation using 49 of the world’s leading investment funds PLUS a note of the best demand, notice and fixed rate savings accounts currently on offer in Ireland. The cost of all this is € 65 payable by cheque or credit card online - the same cost as a local GP


Investments have many varieties and the one word constantly used is diversification. Even within asset classes, that diversification should be maintained.

Property ( including French leasebacks – especially for pensions and trusts - Spanish property and Property Syndicates )

Equities ( Managed funds, Exchange Traded Funds etc )

Bonds ( Corporate and government bonds )

Alternative investments ( Commodities – gold – plus many other including rock memorabilia, emerging markets and hedge funds )

CASH ( Best interest rates, plus State investments – Prize Bonds, Savings Bonds and Certificates, new National Solidarity Bond – security of deposit takers )