Investing for a Specific Reason
“If you would be wealthy, think of saving as well as getting” – Benjamin Franklin
It sounds obvious but creating a pot of money for a specific purpose rarely happens by accident. Whether it’s for School fees, University fees, Weddings or simply Retirement, you will need to be lucky to have what you want, when you need it, unless you make some kind of provision for it beforehand.
It’s surprising how a nest egg can grow from modest beginnings. Because the time frame may be different, it may need to be invested in a different way from your other funds so ask us if you’ve got anything in mind.