Advie on Insurance, Pensions and Investments

The insurance, investment and pension side of our business is been handled on a consultacy basis by Derek Maguire of Financial Architects Ltd. He has provided my clients with the absolute best of advice on the full gambit of  financial product on a professional basis. Derek and his wife are two of the top financial consultants in the country. I have attached below a recent report that Derek provided for me relating to the performance of a clients investmkent portfolio which when analysised led to Derek bee able to switch the client out of a poor performing investment into one offering much higher returns.
I have always been an advocate of matching clients to investments which reflect their attitude to both risk and return. I have adviced cleints in relation to their businesses in this regard for the last 15 years and Derek does the very same by means of profiling with all of our clients. This ensures your hard earned money is placed where you are comfortable that it will be secure and provide a return that reflects your own personnal attitudes to risk.
If you contact me or Niamh on 0469293891 as a first step and we can set up a meeting to get you the best advice

Below is a copy of the report showing the performance of some higher risk investments for a client who met the criteria of been open to higher levels of risk in anticipation of a higher return on investment (ROI)


 Risk Analysis Report - 17/06/2008 To: 17/06/2013 - Weekly Frequency - Aligned to Start Date
MoneyMate Rating is calculated at 01/04/2013
Name Perf Ann
Perf Fund Rating Max
Drawdown Risk Profile
SL Synergy UK Smaller Companies 67.512% 10.869% Not Rated -47.765% Not Rated
SL Synergy Euro Smaller Companies 59.112% 9.734% -41.448% Very High Risk
SL Synergy North American Equity 45.995% 7.862% -38.846% High Risk
BOI Life - Smart Funds Davy Geared Hi Yield Fd 25.875% 4.710% -47.489% Very High Risk
BOI Life - Smart Funds Innovator S9 -19.848% -4.328% -49.098% High Risk
Presented by: MoneyMate Limited
The figures shown are based on the following:
Local Currency, Offer to Offer, Gross income re-invested on Ex-dividend date
Past performance is not necessarily a guide to future performance
Risk Free Return: 0%
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