We can create a custom made solution for you recognizing that all of our clients are unique
Investing for Growth
To make sure you have the funds you need in the future, you need to have an Investment Plan which is targeted towards growth and the sooner you begin, the easier it will be for you to realise you and your family’s future needs and ambitions.
As an expatriate, it is important to seek advice which is not only relevant to your current country of residence but to be able to adapt your long term planning to take into account any fiscal or legal requirements you have in your home country. Investing for growth therefore requires continuous ongoing advice and servicing.
At Unity Financial Partners we can help you to implement an Investment Plan for growth which is suitable not only for your current circumstance but which will take into account the location and lifestyle changes which may be on the horizon.
In many instances we will work with local advisors in your country of residence as well as back home to ensure that your planning and servicing is ongoing and we always aim to provide our clients with the flexibility they need should circumstances change so our Investment Plans always allow access to cash if needed and the ability to stop or reduce ongoing contributions.
Some reasons you may need to invest for growth
- Accumulating a retirement fund.
- The payment of future education fees for children or grandchildren
- Providing a fund to give your children or grandchildren a financial start in adult life.
- Buying a house, a car or even a dream holiday.
- Gaining financial freedom and independence.
Put us to the test and contact us today
You may find it helpful to complete our Online Savings and Investment Quote which you can go to by clicking on the link at the bottom of this page. This is designed to give you some quick feedback and an indication of how making a start today can provide the money you and your family need and deserve for a prosperous future.
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
How does this affect me?
How good advice can reduce or remove this.
