Lump Sum Investments Services in Ireland
A lump sum investment is when you invest a large amount of money at once, giving it the potential to grow over time and achieve higher returns than savings accounts. It’s ideal for meeting long-term financial goals. As your Qualified Financial Advisor we will guide you in choosing the right investment options tailored to your goals and risk tolerance.
You work hard for your money - Now it’s time to make your money work for you
Good investment advice can give you the knowledge to take control of your future and give you financial freedom after you retire.
Grow Your Wealth, One Smart Decision at a Time
At Quigley Financial Brokers, we believe the best return on your investments starts with professional advice. Whether you're planning for the future or looking to grow your wealth, we offer expert guidance on a wide variety of investment opportunities. By investing in knowledge and tailored advice, you can make informed decisions to help your investments grow over time.
What Difference Will Good Financial Advice Make?
* The Value of Financial Advice, 2016 PIBA / Standard Life
**Econometrics Models on the value of advice of a financial advisor, July 2016 Canada Cirano
What are the Benefits of Investing a Lump Sum?
If you’ve received an unexpected bonus, closed a big sale, or simply have surplus cash sitting idle in your account, it’s time to put that money to work. Leaving it in a savings account means its value could erode due to inflation, while jumping on the latest stock trend carries unnecessary risk. Lump sum investing offers a strategic way to grow your wealth by investing the entire amount at once, potentially reaping higher returns compared to smaller, regular contributions.
1. Potential for Higher Returns
By investing a significant amount upfront, you give your money more time to grow through compounding. Unlike smaller monthly contributions, a lump sum investment allows the entire amount to start earning returns immediately, leading to potentially greater wealth accumulation over time.
2. Capitalise on Market Opportunities
Lump sum investing lets you take advantage of market corrections or dips. Investing during these moments allows you to purchase more units at a lower price, setting the stage for higher gains when the market recovers. Quigley Financial Brokers can help you determine the right entry points to optimise your returns.
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3. Tailored Investment Strategy
Managing a lump sum requires expertise to align it with your risk tolerance and financial goals. Quigley Financial Brokers provides professional guidance to create a personalised portfolio, ensuring your funds are invested efficiently while benefiting from tax-free growth on income and gains until every 8th anniversary.
Our Services
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Our 3 Step Investment Process
Some things in life can make you feel uncomfortable. However, investing your hard-earned money shouldn’t be one of them. That’s why we want to help you get comfortable investing - starting with 3 easy steps.
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Warning: The value of your investment may go down as well as up.
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Warning: If you invest in these funds, you may lose some or all of the money you invest.
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Warning: These funds may be affected by changes in currency exchange rates.
Step 1: Get Your Investor Profile
Find out what type of investor you are by doing our investor profile, some straight-forward questions. These help us to assess things like your attitude to investing and the types of investments you’re more comfortable with. By doing our investor profile, you’ll know what type of investor you are or if investing just isn’t for you.
Step 2: Match Funds that Suit Your Profile
This step matches your investor profile to the fund that could suit you best. Each fund has been developed to suit the needs of different types of investor profiles. Each of the responses are given a score and the scores are collated to give you an overall risk rating. The profile includes some checks to ensure the answers you have provided are consistent.
Step 3: Discuss the Rate of Returns
Once your attitude to risk has been assessed, you then need to decide on an investment solution which suits your level of risk. Now we can show you the expected range of returns for that fund over different time periods, so, you can see that investments can fall as well as rise but you also know what range of returns you could expect.