Are You Struggling to Sort Out Your Existing Pension Plans Because..
You are too busy and don’t understand them.
The existing arrangement is with a company who are difficult to call or get information from which is easy to understand and the statements they send out are confusing.
Many of our clients think that because they have an existing pension or saving arrangement with a ‘big company’ it is being managed and looked after.
Savings Plan
This is a very disciplined approach to saving and investing and you can enjoy greater peace of mind, knowing that with each passing day, you are taking small but steady steps towards achieving your financial goals.
We can set up a regular and/ or single contribution investment-linked policy, which will be running for a specific number of years, based on the planned year of retirement.
The underlying choice of investments would follow a certain strategy, so that a targeted growth rate is achievable and therefore your pension fund is likely to be as projected.
Create a Savings Plan To Suit You
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A regular saving plan also allows you to enjoy the benefits of Dollar Cost Averaging as you build up your investment position. This is a preferred investment approach for a fixed sum of a particular investment on a regular schedule. When prices go up, fewer units will be bought; and when prices go down, more units will be purchased.
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The average cost of each unit acquired will be lower than the fund’s average price over the same period. In this way, you can potentially build up a desired investment position by making gradual investments in the market. You avoid the risk of investing a large sum at an unexpectedly disadvantageous time, while giving yourself a disciplined plan to reaching your investment goals.
Your Next Steps? Get In Touch!
Get in touch with us today to find out more about how Astra can be the right choice for you and to help you with your finances going forward.
We can discus your situation over various different communication methods, from emails to social chat or calls to suit you and you busy life style.
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The financial advisers trading under Astra Financial Services are regulated directly via the Czech National Bank under license number 223934PA