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Building a nest egg in the Cayman Islands

Savings plans often form the basis of building a nest egg.

Savings Plans in Cayman

Building a nest egg

Savings plans often form the basis of building a nest egg. The fact is, the sooner you start, putting money away, the more you stand to accumulate. you want to invest a lump sum or put money away each month, IFP has the experience to help you make the most of savings opportunities available.

Savings plan challenges faced by our clients

Saving for a better future can feel like a daunting task. Some of the most common questions asked by our clients include:

How much do I need to save?

The amount you’ll need to save depends entirely on your goals and plans for the future. We can help you put together a bespoke savings plan so you can feel confident that it’s manageable but significant enough to enable you to achieve your goals

What kind of savings plans do you offer?

We offer a wide variety of savings plans from many of the world’s leading offshore investment providers. All the savings plans are portable, and should you leave, you can take your savings plan with you.

What if my circumstances change in the future?

When building a nest egg over time, you need the flexibility to adjust your plan as your circumstances change. All savings plans we offer have the flexibility to adjust to your circumstances and our advisers are on hand to provide the right advice at the right time.

Our approach to savings plans

There are four steps to our savings plan process:

Learn about you

To provide you with the best options possible, we have to learn all about you. We’ll ask you about your life, your finances, your plans and your priorities as you look towards the future.

Explore your options

We’ll analyse the figures and present you with the best suited savings plans to meet your requirements.

Begin your savings plan

We will help you get started with your savings plan, we’ll handle all the paperwork and are on hand to answer any questions you may have as you begin working towards your goals.

Ongoing reviews

As part of our service we will provide ongoing help with reviewing your circumstances and savings plan with you, so you can continue to make the most of your savings.

"A Well known author Warren Buffett once said"
Do not save what is left after spending, but spend what is left after saving.

Get in touch with IFP today to receive a complimentary planning assessment and find out how we can help you

Build a better tomorrow today!

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