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Savings – Investment Plans

Pension – Investment Plans

 

Create certainty and freedom for life after work

 

Retirement isn’t just a milestone. It’s a new chapter with different needs, aspirations, and a greater desire for security and independence.

 

Pension and investment plans help you gradually and carefully build the capital needed to maintain your standard of living and support your personal goals with dignity.

 

By harnessing the power of time, return on investments, and flexible management, these plans combine insurance protection with investment growth tailored to your capabilities and lifestyle.

Financial Planning for your Child’s Education

 

Because their future deserves thoughtful care

 

One of the most valuable investments a parent can make is ensuring their child gets a proper education. Whether you choose studies in Greece or abroad, financial preparation is key to giving your child the tools, opportunities, and security to begin their adult life.

 

An education-focused insurance/investment plan is a targeted savings tool. Through regular monthly or annual contributions, you gradually build the capital needed so that by the time your child turns 18 or 21, you have a substantial amount available to cover tuition, living expenses, postgraduate studies, or specialised training abroad.

Lump-sum Payment

 

Placing your capital strategically for long-term growth

 

For those of you who already have available capital and wish to put it to purposeful use, a lump-sum payment plan offers a simple and effective solution:

  • No regular monthly or annual contributions are required.
  • A specific amount is invested from the outset.
  • The capital remains invested until the plan’s maturity.
  • A strategic approach is followed and there’s a clear time horizon.

 

Whether aimed at securing a child’s future (e.g. funding studies at age 18 or 21) or building retirement savings, a lump-sum plan offers stability, simplicity, and a defined timeframe. From the outset, you have a complete overview of your financial commitment while benefiting from potential returns on your capital without the need for ongoing payments.

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Book a meeting and let’s discuss the best solution for you

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