Investments and Savings

Investments and Savings

Here To Help

Investments can play a pivotal role in safeguarding a financial future for you and your family. With so many investment options to choose from and so many potential pitfalls, deciding where to invest your money can become a daunting task without the right advice.

Whether you are looking to set up a regular savings plan, review your current investment portfolio, or wish to take an income from your current investments, Weir Wealth Limited can help you meet your objectives.

Crafting Your Investment Strategy:
Know Your Investor Profile

It is important to know what type of investor you are, what type of investment would you be comfortable putting your money into and how long you would like to invest before deciding to make an investment.

Building a savings or investment portfolio we will take into account: your personal circumstances, tax opportunities; current and future tax status; attitude to risk and reward; capacity for loss; and balancing the need for income, growth or both.

Lump Sum Investments

Investing a lump sum is a great option if you want an opportunity to grow your money over time. We offer access to funds with varying levels of risk and return.

Regular Contribution Savings

Whatever your situation in life, it’s never too early to start planning for the future. A regular savings plan can help you maximise potential investment growth in the long term. Investing regularly can help smooth out the ups and downs of the markets.

Deposit Options

We will help you compare options from instant access to notice and fixed term deposit accounts.

Got any questions?
We’re here to help.

Please enable JavaScript in your browser to complete this form.
Name