Saving and investing

Successful investment requires expert advice. Mercer will take the time to understand your needs and aspirations and help you explore a range of saving and investing options to suit you.
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Savings and investing tailored to you

We don’t believe in a one-size-fits-all approach. When it comes to saving, we each have different starting points, different goals and different capacities to save. The way you save will depend on whether you want to be a regular saver or if you’re a lump sum investor. How open are you to taking some investment risks? How much money are you comfortable with saving each month? We can help you find the investment that suits your needs and circumstances.
When it comes to saving, we can advise you on the most suitable investment structures based on your needs. Mercer can design a portfolio to suit your circumstances and the level of investment risk you wish to take. We will help to keep you on track to achieve your goals.
Caitriona Macguinness

DC and Private Wealth Leader for Mercer Ireland

Helping you with your saving and investing plan

We can advise you on the most suitable investment structures based on your needs. As life goals change, your investment plan will too, and we will be there to adapt and review your plan as and when appropriate. 

We believe investing is about time in the markets and not timing the market. Tax efficiency, investment flexibility and performance with an acceptable degree of risk are at the heart of the service to our clients. We can provide savings and investment solutions to both individuals and business owners. You can also combine your lump sum investment with your regular savings.

 

 

Diversifying your investment portfolio

Investment diversification can be provided by splitting the amount invested into a number of funds, which can be done for both regular savings and lump sum investments. A portfolio can be designed to suit each individual’s circumstances and the level of investment risk they wish to take. Mercer will provide ongoing advice and regular reviews throughout the life of your investment to keep on track with your goals and make any adjustments required if there is a change in your circumstances.

For personal investors, we can provide advice on options for lump sum investment and regular saving; planning for future needs, such as school/college fees or building a nest egg; and effective use of trusts when investing. For business investors, we can provide advice for tax-efficient lump sum and regular savings options.

Start preparing for your financial future today

Making more informed decisions can result in brighter outcomes for you and your loved ones, leading to greater security, new opportunities and more financial freedom.

  • Retirement planning

    Planning your financial future can be a daunting task. Mercer can help you navigate your journey towards your long-term financial goals. We can help you take the necessary first steps on the path to a secure retirement.

  • Estate and succession planning

    Mercer can provide advice to ensure you protect your wealth and leave a meaningful legacy for your family or support the causes and people who mean the most to you.

  • Personal and business protection

    We all know life can be unpredictable. That’s why we work with you to tailor a plan to protect against financial problems that follow serious illness or death.

  • Private wealth

    Having a robust financial plan in place is the cornerstone to enjoying the life you want to live. Mercer Private Wealth will create a personalised lifetime financial plan that will help support you through life’s journey.

  • Financial planning

    We put your financial well-being and future security first. Our team of professionally qualified financial consultants works closely with you and your other professional advisers to ensure any investments and plans we may propose reflect your personal objectives.

  • Executive financial planning

    Everyone should have a plan for their financial future, but financial planning for senior executives can be particularly complex. Mercer can help by providing a comprehensive financial planning service.

Discover the most suitable investment structures based on your needs

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    FOOTNOTES

    Please click HERE for important regulatory and privacy information. Mercer (Ireland) Limited, trading as Mercer, is regulated by the Central Bank of Ireland.

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