Part of any good financial plan is a savings and investment element. Whether you wish to start saving regularly for a rainy day or a holiday or you have a lump sum that you would like to invest, there are lots of options to consider.
The key to saving or investing successfully is setting a goal and understanding your risk profile. We’ll take the time to work with you to identify both of these elements. Then we can propose the most suitable product and time frame for you to achieve your goals at a risk level you are comfortable with.
It’s all about working together.
Talk to us at Quintas Wealth Management about your savings and investments because we know what counts.
Did you know that ...
of working Irish people had at least one form of investment
fear about an uncertain future made them more likely save
once were in control of their finances
would save rather than borrow for an expensive purchase
Before investing you need to decide how comfortable you are with investment risk and the level of risk you’re willing and able to take with your own money.
Investing a lump sum is a great option if you want an opportunity to grow your money over time.
We offer access to funds with varying levels of risk and return. We can help you open up the world of investments.
The way you save will depend on whether you want to be a regular saver, or if you’re a lump sum investor.
What are you planning to save for? Take some time to draw up a ‘wish list’ of the things or experiences you would like to be able to afford.
Now prioritise that list – you can’t do everything at once! Whatever they are, it’s important to have clear goals to work towards. It’s also key to figure out how much it will cost to turn each goal into a reality.
Corporate savings & investments
While bank accounts are important to meet the short-term cash flow needs of your business, you may have noticed that the interest you’re earning isn’t very high right now.
If you want to give your company’s surplus money the potential to work harder than deposits and the potential to outperform inflation, now may be the right time to speak to us about saving and investment solutions.
Saving for education
Education in Ireland is supposed to be free, but each year back-to-school costs are rising for families. The cost of putting just one child through school can easily run into tens of thousands of euro.
A great education is the best possible start in life and for most parents ensuring they can provide for their children’s education, from primary school right through to third level, is crucially important.
We recognise that there is nothing more important to you than your child’s future and well-being. We want to give your education savings the potential to work harder than deposits.
What our clients say about Quintas
"I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Particularly reassuring to me is the feeling of c..." Read more
- John Riordan | Director of Support | Shopify
"I have been dealing with Anne O’Doherty in Quintas Wealth Management for over 10 years, i would strongly recommend their services based on professionalism , friendly manner and a strong track record on investment performance."
- Helen Down | Ballincollig
"Having dealt with Quintas Wealth Management over 6 years for protection, Investments and Pensions I would have no problem in recommending them based on their professional and efficient service."
- Derek Goggin | Chief Financial Officer | Teamwork
"I have dealt with Anne O’Doherty in Quintas Wealth Management for the last 6 years and I would strongly recommend them based on their professional, efficient and friendly service and most importantly their track record with our investment portfolio." Read more
- Brian Robinson | CTO | Dataworks Limited
"I and clients of mine have availed of the excellent services of Quintas Wealth Management, led by Anne O’Doherty. I have no hesitation in recommending Quintas Wealth Management."
- John Boylan | Partner BDM Boylan Solicitors
"I have been dealing with Anne and her team in Quintas Wealth Management for the last 10 years . I would recommend Quintas Wealth Management because of their transparency on a range of investment ideas within my pension fund .i would have no hesita..." Read more
- Dr Rose Curtin | Elmwood Medical Centre
"I have been a client of Quintas Wealth Management since its establishment in 2005 and over the last 16 years the team have provided me with invaluable advice in a very efficient and professional manner."
- Dr Sean Mc Carthy | Dentist
"I have been a client of Quintas Wealth Management since 2013 and have always found their process and approach to clients very professional As an accountant I feel this is of utmost importance when referring my clients to Quintas Wealth Management. "
- Aidan Mc Avinue | Accountant
"Protecting our family was at the forefront of our mind when we engaged with Quintas Wealth Management. What we came away with is a far more robust financial plan based on a complete analysis of our financial situation. We cannot thank the team eno..." Read more
- Gino & Nicola Lee | Director | Parbo Limited
"I originally engaged Anne and her team to assist with setting up my pension and retirement planning. However, I received far more than that and now have a much broader, well-thought out and organised financial plan that really gives me peace of mind."
- Monica Holland | Director | Cloghroe Pharmacy
"We have had the pleasure of dealing with Quintas Wealth Management over the past year. Without doubt we feel we have benefitted from the most astute financial advice combined with exceptional customer service."
- Pat Mullins | Partner | BDM Boylan Solicitors LLP
"Anne O’Doherty has been our financial advisor for the past 6 years . she listens to our requirements and our long-term goals and has provided us with a comprehensive plan of action. Anne has always offered sound financial advice based on our inv..." Read more
- Peter Murphy | Director & General Manager | Apple Operations Limited
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