Feel secure with a capital guaranteed savings account
Invest your money with confidence during these uncertain times. Our experienced advisors can help you to start saving for your future with no downside risk.
Unlimited growth with downside protection
Protecting ourselves against the unexpected is always a good idea. Capital guaranteed savings accounts are the perfect solution for an investor who wants to save for their financial goals without risk.
Interested in capital guaranteed savings accounts?
If you want safety and predictability in your financial plan then contact one of our advisors today to find out more about a capital guaranteed savings account.
Our experienced team of advisors will walk you through how these accounts work and see if they are right for your financial goals.
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The S&P500 is an index of the 500 largest publicly traded stocks in America. The index is made up of household names and provides excellent diversification and stability for an investor.
Since it’s inception in 1926, the average annual return of the S&P500 Index has been over 9% p.a.
The MSCI Europe, Australasia and Far East (EAFE) index covers 900 large and mid-cap companies across 21 different countries. It is designed to offer investors the performance of developed markets excluding the US and Canada.
Over the past ten years the average annual return of the MSCI EAFE has been over 5% p.a.
S&P500 Top 10 Holdings
MSCI EAFE Top 10 Holdings
How will we help you?
Our job is to listen to you and find out what’s important when it comes to your financial planning. After clearly defining your goals we will help you craft a plan that suits your unique needs. We’ll then be with you every step of the way to guide you through your investment plans. Our goal is to make things as simple and clear as possible so that you have the highest chance of success. Contact us today and also check out our flexible investment platforms.