Dan_The_Man
Registered User
- Messages
- 58
Age: 45
Spouse’s/Partner's age: 39
Annual gross income from employment or profession: 140K
Annual gross income of spouse: 50K (part-time)
Type of employment: e.g. private sector employment.
Mortgaged paid, no other borrowings, no other investment property.
Savings and investments: 100K in An post 10yr plus 300K in various funds, plus 50K rainy day cash.
Do you have a pension scheme? Yes DC AVC Maxed I also have a DB pension.
Do you own any investment or other property? No
Ages of children: one young child in primary school.
Life insurance: yes
Advice needed on
1. 300K (net after tax) currently in an assortment of funds that will mature over the next 6months to 1yr ..I looking for advice on alternative to bank deposits.
I don't feel I need to take on a lot of risk , the goal is to fight inflation.
2. I am open to advice on regular savings also as outgoings are small and I have a decent surplus most months.
Spouse’s/Partner's age: 39
Annual gross income from employment or profession: 140K
Annual gross income of spouse: 50K (part-time)
Type of employment: e.g. private sector employment.
Mortgaged paid, no other borrowings, no other investment property.
Savings and investments: 100K in An post 10yr plus 300K in various funds, plus 50K rainy day cash.
Do you have a pension scheme? Yes DC AVC Maxed I also have a DB pension.
Do you own any investment or other property? No
Ages of children: one young child in primary school.
Life insurance: yes
Advice needed on
1. 300K (net after tax) currently in an assortment of funds that will mature over the next 6months to 1yr ..I looking for advice on alternative to bank deposits.
I don't feel I need to take on a lot of risk , the goal is to fight inflation.
2. I am open to advice on regular savings also as outgoings are small and I have a decent surplus most months.
Last edited: