Regular Savings

What is Savings Plus? This is a regular premium, unit-linked savings plan that allows you to save regularly. The plan invests in a variety of investment funds.

Who is Savings Plus for?

This plan will appeal to individuals who wish to save regularly. Ideal for those saving for significant expenses such as a deposit for a house or a car. Those who wish to have access to various investment funds.

What are the main features of our Regular Savings plan?

Tailor-made – We can help you create a personalised savings plan and choose from a variety of funds, including our highly popular multi-asset funds.

Growth Potential – You can opt for higher risk funds with a higher potential return. Or limit the risk to your savings with our Protected funds.

Reduced Volatility – Investing monthly gives you the opportunity to smooth out the effect of market highs and lows on your investment.

How does our Regular Savings plan work?

Once you’ve determined your saving goals, you can figure out how much you need to save each month. When you open your Savings Plus plan with MBC Financial, we can show you how your savings may grow over time. The plan works by investing in a range of funds with varying potentials for return. We’ll help you decide which funds are right for you. Then, all you need to do is start saving, and look forward to your new house, car, or holiday. You will also have on-line access to your plan.

Looking for expert financial advice? Let MBC Financial help you! The first meeting is at our expense, so you have nothing to lose by filling out our query form. Don’t just take our word for it – read our client testimonials to see what people think about our work.