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Maximise your saving through smart goal-based investments


Today no one really relies on their savings to ensure their future is secure, it can be foolish to simply leave your hard-earned money in a savings account than investing it. Savings do not ensure financial safety. Idle amount in your bank account is like an opportunity that is lost.

By investing you can make sure that your present and future is financially secure and safe. It can help you grow your wealth. Investments can also help you meet several financially goals such as buying a house, having a medical fund, buying a car etc. It also helps you become more aware about the stock markets and makes you financially responsible by setting a particular amount towards your investments. At our company we offer investment solutions to know more about our services, please get in touch with our team now. We will be happy to help you with all your needs and requirements.

Small investments for better secure future

Whether you are planning to buy a house, fund your child’s education, or wish to secure your retirement, it is essential to have a good financial planning, one of the important things to do is decide on a smart goal-based investments. Investment can help you maximise your savings and assist you to create and preserve wealth. You can rely on us to help you choose the right investment solution, call us now for details.

TFSA (Tax-Free Savings Account)

A TFSA (Tax-Free Savings Account) is a savings plan that will help your money grow, it also does not charge you when you withdraw your money. It can be helpful to meet both your short and long-term. It can be used to generate interest, and dividends. A TFSA can help you contribute to the account whenever you want. TFSA comprises of a variety of income-generating investments such as mutual funds, stocks, bonds. The TFSA has a contribution limit.

Why invest in a TFSA?

  • TFSA provides you options to save for both short-term and long-term goals.
  • There is no tax involved in TFSA, you pay no tax on and can withdraw funds freely.
  • Your TFSA comprises of a range of investments such as cash, stocks, guaranteed and mutual funds.
  • It offers you flexibility, if you withdraw from your TFSA, you can re-contribute amounts you have withdrawn whenever you can.

Segregated Funds

A segregated fund is a type of investment to manage individual insurance products. A segregated fund offers life insurance benefits. You can choose to invest in a segregated fund based on your investment needs and product terms. Please note that segregated funds must be kept until maturity.

Why invest in segregated funds?

  • They have principal investment and guarantees up to 100%, you can lock your gains
  • It offers creditor protection
  • It has death benefits.

Reliable advice and more

We are a reputable company with many years of experience, we can help you choose the right investment option and guide you. We understand that most of us have difficulty in understanding investment options and making the right choice, our team will provide you all the necessary details and advice you.

Our team of professionals are fully qualified and reliable, we are here to help you every step of the way. Get in touch with a member of our team today, we will be happy to help you with all your needs.

Do you wish to invest? Are unsure as to how to go about it? We are here for you. For more advice on investments and assistance to choose the right investment vehicle, please reach out to a member of our team now.

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