Call us
(01) 661-5242
Email us
info@atrium.ie
Hours
Monday–Friday: 9am–5pm
At Atrium, we understand the paramount importance of Savings & Investments in securing your Financial Future
Savings serve as the cornerstone of a strong financial plan, providing a safety net for unexpected expenses and laying the foundation for future investments. Whether it’s building an emergency fund or saving for major life events, we guide our clients in establishing tailored savings strategies that align with their goals and risk tolerance.
Additionally, we recognise the power of smart investments in generating wealth over time. Our team of experienced advisors offers personalised investment solutions designed to optimise returns while mitigating risks, whether through stocks, bonds, mutual funds, property, or other asset classes. By prioritising both savings and investments, we empower our clients to achieve their financial objectives with confidence and peace of mind.
Savings & Investment Options
It’s Never Too Early or Late to Start Saving for the Future
Regular Savings
Lump Sum Investments
Structure Deposit Products
Unit-Linked Funds
Childs Savings Accounts
Bare Trusts
Investment Bonds
Corportate Investment Bonds
What to Consider
01. Financial Goals
- Define short-term vs. long-term goals and specific objectives.
- Build and maintain an emergency fund with 3-6 months’ worth of living expenses.
02. Risk Tolerance
- Understand your willingness to endure market volatility and potential losses.
- Familiarize yourself with different types of risk.
03. Investment Horizon
- Determine the length of time you plan to hold an investment.
- Consider your life stage and its impact on risk tolerance.
04. Diversification
- Spread investments across various asset classes to reduce risk.
- Diversify within asset classes by sector and region.
Have a Question or Need to Make a Appointment?
Email Us!
If you have any questions about our financial advisory services or would like to schedule a consultation, please don’t hesitate to reach out. Our team is here to assist you with personalised financial planning and investment strategies tailored to your goals.
Simply fill out the form and we’ll get back to you as soon as possible.