Services :: Oregan Financial Services Ltd
Oregan Financial Services
financial services, investment funds, Tax Exempt
Pensions should be simple. You save money in a tax exempt fund over many years, benefiting from tax relief on contributions and tax free growth. We can help you plan your retirement funding by reviewing your current pension in terms of its performance, costs, suitability of investment funds and associated risks and advise you on the best way forward.
As Benjamin Franklin once famously said 'In this world nothing can be said to be certain, except death and taxes'. It's an unpleasant thought and many people prefer to plan their finances on the basis they're immortal, but that's not how life works. We will help you plan for the unexpected. We will ensure you are adequately insured not only today but into the future.
Saving for the future is an essential part of financial planning. Whether it's saving for your children's education, retirement, a holiday or even just for a 'rainy day', saving is vitally important. The mythical investment with total security and strong returns doesn't exist so it's always a trade off between risk and return. We can help advise you on the most suitable options.
You've worked hard for the lifestyle you enjoy today, but what if the things you take for granted suddenly disappeared? Ask people what is their biggest asset and the most will say their home but they're wrong. It is actually your income. We can advise you on the best ways to protect your income.
Your business is vital to your financial well being. From it you derive your income and your shareholding has a value which has been built up over many years hard work. Therefore you need to ensure your business is prepared for the unexpected. The death or serious illness of a shareholder can have major repercussions for the future of any business.
, investment funds
, Retirement Funding
, Tax Exempt