Investments & Savings

At Nestegg Wealth Brokers we know how important the success of your investment portfolio is to those who depend on it: an individual, a family, a beneficiary, a charity or your Company.
At Nestegg Wealth Brokers we follow a systematic approach to assessing your needs and in finding the appropriate and structure for your investments. We follow a set of proven steps to arrive at the optimum solution as follows:

The completion of a thorough fact find with you to establish what is your current position and what are your current objectives and long term goals

The determination your current attitude to risk and your current risk profile in accordance with the approved industry ESMA standard on a Risk Scale of 1 to 7

The identification and critically examining the costs that are applicable to your current Investment Portfolio and what savings can be generated by reduction of the Annual Management Fees.

We research the Investment options /products available in the market in order to source / find the optimum solution for you prior to making our reommendations.

Providing advice and our recommendations in the form of a written Statement of Suitability highlighting the reasons why the solution makes sense and how it meets your needs. The report includes appropriate investment options consistent with risk profile and agreed objectives.

Savings

If you have a particular Savings objective in mind we can help you to build an appropriate plan to suit.
For example you you may wish to build a sum of money to pay for 2nd or 3rd level educational costs.
The key is to make regular contributions over a 5 to 10 year period and this mitigates against having to find lump sums to meet particular college years when you have more than one child attending.
Or you may simply wish to have a rainy day lump sum to fall back on
Or a lucrative Nestegg with which to complement or supplement your Pension.

Investments & Savings

Savings

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