Savings Plans

PROactive Finance - Savings Plans

We strongly advise the importance of having a fund in place for the shorter to medium term, whether it be an emergency fund for unforeseen circumstances, for your children’s education, for a deposit on a new house or even if it’s just to treat yourself to something nice in the future.

At a minimum, you would like to think that the money you save is at least matching the rate of inflation and thus preserving it’s ‘real value’. There is a savings plan for everyone, with so many options out there currently and as we are independent, we can find the best savings policy for you. We look closely at planned duration, affordability and tolerance for risk before recommending what we believe is the most suitable policy.

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