Prudential Invest Framework

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An investment
strategy

To match your investment goal

The Prudential Invest Framework

A comprehensive choice of investments available on one investment platform.

Discovery

We take the time to listen to you so we can understand what you want to achieve with your money. We help you to clearly define your savings and investment goals and investment timeframe. You may have multiple savings goals with different timeframes. Don’t worry we can plan for that too.

Risk Assessment

Our robust investment process ensures we make it our business to learn about your attitude towards money and investing. Are you a conservative, balanced or more adventurous investor? By asking the right questions and applying our expertise, we ensure you feel comfortable with the investment process.

Personalised Strategy

We design an investment strategy for you aligned with your investment goals and risk profile. Our access to leading global investment managers on one investment platform provides a truly diversified investment offering.

Investment Expertise

Our experienced advisors will help you stay focused throughout the investment cycle, to maximise the success of your investment. We provide regular updates and reviews, and make you aware of new investment opportunities that may be suitable.

Some of the investment goals we can help you with

Investing an inheritance

If you have recently been left a sum of money it can be slightly bewildering when deciding what to do with it. We can help by explaining your investment options to take the worry out of the matter.

Saving towards a house deposit

The minimum deposit required by mortgage lenders is significant whether you are a first time-buyer, second time buyer or seeking to buy a property to let as an investment. Therefore, you need your savings working as hard as possible for you.

Saving towards your children’s education

Our bespoke education plan considers factors such as education inflation rates and ‘overlap years’ (when you have more than one child in private education or third level education at the same time). We will show you how much of the cost you will be able to fund from future incomings (salary etc..) and what you will need to have put by in a savings plan.

Investing company profits

With deposit rates at historically low levels, there is a better way to put company profits to work. We will show you how to do this as tax efficiently as possible.

Investing the proceeds from the sale of your business

You worked hard all your life to build your business, and you have recently sold, or you may be about to sell it. We realise how much this means to you, and we will work with you to soundly invest the financial proceeds in accordance with your goals.

Saving towards a ‘one-off’ dream purchase

We all harbour dreams of a one-off luxury purchase. For everyone this dream will be different. But a dream has a better chance of becoming reality with a sound investment plan that gets reviewed over time.

Investing a redundancy or settlement payment

If you have recently been made redundant or have received a settlement payment due to illness or injury, then it can be a little overwhelming to know where to turn. Our experience and expertise, coupled with our professional approach, will help you map out a plan for the money you have received.

Find out about ESG Investing

What to expect from Prudential Wealth

  • Wide investment choice
  • Professional service & advice
  • Robust investment process
  • Regular reviews
  • Transparency

Speak to our team today
Call us in Dublin 01 4007586
or Wexford 053 9007050

Feel free to contact us today for a no obligation conversation Get In Touch