Investments & Savings

Investment success is rarely achieved through speculating on a handful of shares, or allowing emotions to dictate your investment decisions. Great investment outcomes start with a plan, a time frame, and a trusted advisor to offer perspective.

Our preferred approach is to pave the way for medium and long-term investment success by spreading risk across a broad range of asset class, industry and region. This means that your overall return does not overly depend on any single investment and that investment risk is reduced without sacrificing the potential for meaningful returns. It is through broad diversification and through ‘time in the market’ that we achieve investment success.

Typical Reasons why clients Schedule an Investment & Savings Consultation:

Lump sum sitting on deposit being eroded by inflation.
Surplus monthly income and seeking to build substantial investment portfolio.
Funding child’s 3rd level education for 5, 10 or 15 years down the line.
Inheritance sum received and seeking investment growth.
Taking advantage of the small gift exemption and passing wealth on tax efficiently.
Downsized dwelling and sitting on surplus proceeds.
Funding a dream round the world trip at retirement.
Specific investment goal in mind: For example:

Financial
Planning

We work alongside you to determine your investment goals, your capacity for risk and the expected timeline of your investment. We ensure that you understand the past performance, expected future performance, risks, tax implications & charges of all investments recommended. We can implement your investment and savings policy on your behalf. Inevitably and as your circumstances change through the life of your investment, we can provide you with ongoing advice and support.

Our Investment & Savings solutions include:

Multi-Asset Funds with strong performance history
Tax-efficient Investments for businesses.
Diversified share portfolios
Low-Cost Index Funds that replicate the performance of key global indices.
Simple savings plans with exposure to high performing funds with a notable track record.
ESG investments
EIIS funds to avail of income tax relief.

Financial
Planning

Whether you wish to grow, protect or create an income from your investments, MOJO Finance will provide clear advice and arrange the most suitable solution.

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