Investments Explained.
A single premium investment is when a fixed amount of money, normally a minimum of €5000, is invested for a fixed amount of time, into a tailored investment that is designed and built to meet financial targets.
Decisions on investments should only be made after all of the personal and other relevant information required to make the decision is collected and reviewed. This enables research to identify the right investment.
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Single Premium Investment - Designed to Meet Your Needs.
Professional & tailored investment design includes questions and in-depth answers to the following questions;
- Access - what access will be required to the capital during the investment period?
- Risk - Assessing your attitude to risk, please see Investments Risk Profiling
- Tax - Comprehensive understanding of the tax situation and opportunities to make it tax efficient.
- Income - Is there an income required from the lump sum during the investment?
- Capital - Is the capital lump sum being invested to be protected with a guaranteed capital return?
Investment Asset Classes.
Following the investment analysis,build and design careful consideration must be given to the asset classes most relevant to your investment needs and risk profile.
These are researched and presented from the following investment asset classes
Equities
Bonds
Cash
Property
The investment can be made up of a balanced selection of the asset classes matched to the personal risk profile.
We provide a full explanation of asset selection as part of our report and recommendation.
Single Premium Investment – Expertise at OMAC Life
Accumulating a lump sum to invest is an achievement and it is very important that it is invested wisely.
OMAC Life provide advice, information and help in building a single premium investment that will meet your needs.
The advice is delivered by a Certified Financial Planning™ professional and a Qualified Financial Adviser.
These are the highest possible national international financial planning qualification and holders of the CFP® accreditation are at the top of the range globally, in terms of expertise and professionalism in financial services and planning.
Please don’t hesitate to contact us for help, expert advice and information.
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