At Direction Capital, we have a range of Regular Savings plans that provide financial security for our clients and their families by addressing many concerns, such as retirement savings, paying for a child’s education, or creating an emergency fund.
Direction Capital’s flexible savings plans enable clients to adjust contributions based on their financial situation and access a comprehensive range of managed investments, with the ability to diversify asset classes and investments.
By saving regularly, clients can work towards achieving future goals without compromising their financial stability.
Why Regular Savings?
- Saving regularly helps you build up a more considerable lump sum over time.
- Regular saving options include investment funds, life assurance, and pension plans.
- Small monthly investments help alleviate risks and average out the buy price of assets.
- Enjoy peace of mind at an economical pace.
You must be aware that prices are constantly increasing, and inflation is eating into the buying power of cash, so don’t be left behind.
Education Planning:
- The cost of higher education is increasing annually but saving for education while reaching other financial goals is possible with the right plan.
Retirement Planning:
- Ensures financial well-being during retirement.
- Requires regular reviews and reevaluations of needs and goals.
- Identifies suitable sources of ways to provide income during retirement.
What sets us apart?
Direction Capital works with outside service providers to understand your needs, access suitable products, and implement personalized solutions.
HOW IT WORKS
We guide you throughout your financial journey, starting with discussing your needs, financial situation, investment goals, and risk tolerance.
Based on this information, we develop an investment strategy that aligns with your overall goals, then provide you with a personalized plan that includes a range of investments designed to help you achieve your financial objectives.
To reduce risks, we invest your funds in different asset classes, and as time passes, we make adjustments that take account of changes in your life and the markets.