Investment options
We offer a wide range of investment options across different asset classes to suit all budgets and risk profiles. We can build a portfolio that matches any investment profile and can be as simple or as sophisticated as you like. We can access and assess investment options from a number of providers.
Deposits
We have access to a wide range of deposit takers interest rates both short and long terms. Deposits offer more security than equities and properties as the capital invested is protected, however returns are also more modest. To find out more about our deposit offering contact info@ckfinancials.ie
Property
Historical figures show that property tends to provide higher returns than deposits and more consistent growth than shares over the long term.
Buying Property through your pension or approved retirement fund is an investment permitted by Revenue Commissioners, subject to certain rules. This can be a very tax efficient investment but it can be quite a daunting prospect without the right people behind you. We are here to take the hassle out of buying property and help you make sense of all the options available to you.
For more information about buying property through your pension please contact us.
Shares
We offer introductions to a number of stockbroking firms who can organise share dealing services and they can organise for trades on behalf of our clients for both frequent and infrequent traders. We also offer both an execution only service for those experienced clients who would like to buy and sell shares without receiving any advice from a stockbroker and an advisory service for clients who prefer assistance from a stockbroker with their investment decisions.
For more information about share dealing contact Sheila or Declan on 044 9330729 or info@ckfinancials.ie
Investment Funds
We have access to a wide range of investment funds to suit all investment profiles.
These can be accessed through investment and retirement products and include capital guaranteed investments and cautious funds, suitable for low risk investors as well as specialist funds, for investors who are willing to take a higher risk for a potentially higher return.
We will establish details on your existing savings and on your attitude towards various levels of risk attaching to various investment styles. From there we will design a portfolio which meets your needs and will review your portfolio on an on-going basis where we can realign and rebalance your funds as required.
