Investment Services In Carlow | Kilkenny | Wexford | Kildare

At Kinsella Financial Services, we offer a range of investment options designed to meet your unique financial goals. We will first meet to discuss your circumstances, this will include your investment experience, risk profile and how long you wish to invest. Whether you will invest a lump sum or save regularly for a house purchase, children’s education etc. Also your expectations and goals from investing.

We will then offer a suitable plan for your investment journey and Whether you're seeking stability, growth, or a balanced approach we have the options to suit you with options like multi asset investment funds, structured fixed term funds with capitol guarantees or deposits.

Once your investment journey has started we will agree regular meetings to update, review progress and advise on changes or future investments.

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Lump Sum Investment

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Regular savings

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Childs saving

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Deposits

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Lump Sum Investment

Do you have a lump sum you wish to invest and don’t need access to your money for the medium to longer term. Instead of opting for a standard deposit account, you can choose to invest in an investment bond, which gives you the opportunity to gain returns on your investment over time. The Investment Bond is a unit-linked investment that holds assets that have the potential to increase in value over time and provide returns in the form of income payments or capital gains. You have the option of a variety of funds in different risk categories. A typical fund can hold a mix of different assets from Equities, Government or corporate bonds, Cash, Property and alternatives like Gold. Investment funds can and will fall and rise in value over time but the more time you have to invest the more potential for an above average return on your investment.

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Regular savings

This is a regular premium, unit-linked savings plan that allows you to save regularly. We can help you create a personal savings plan to suit your needs whether saving for a house, mortgage, holiday or home improvements. You have the option on a variety of funds in different risk categories. A typical fund can hold a mix of different assets from Equities, Government or corporate bonds, Cash, Property and alternatives like Gold. Investment funds can and will fall and rise in value over time but the more time you have to invest the more potential for an above-average return on your investment.

Child Saving

As a parent, you want to give your child the best start to adult life. The Child’s Savings plan is an innovative option which helps you to give a child a head start when it comes to financial matters. The Child's Savings plan is a regular premium, unit-linked savings plan. You have the option on a variety of funds in different risk categories. A typical fund can hold a mix of different assets from Equities, Government or corporate bonds, Cash, Property and alternatives like Gold. Investment funds can and will fall and rise in value over time but the more time you have to invest the more potential for an above average return on your investment. The Child’s Savings plan also allows you to maximise the Gift Tax saving for the child, thus making full use of the annual Gift Tax exemption limit of €3,000 from any individual (€6,000 from a married couple).

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Deposits

Explore our range of secure deposit options designed to safeguard and grow your savings. At Kinsella Financial Services, we provide secure deposit offerings and solutions. Whether you are looking for short-term flexibility or long-term growth, our deposit options cater to a variety of financial goals and focus on individual needs, trust Kinsella Financial Services to be your partner in achieving financial security through our dependable deposit offerings.

Grow Your Wealth Wisely

Explore Investment Opportunities with Kinsella Financial Services in Carlow.

Contact Us for Guidance!