Age: 57 Divorced, no dependents
Retired (recently): Public Service Pension €35Kpa
Rough estimate of value of home
E400K Mortgage paid off
Other borrowings – car loans/personal loans etc
None
Savings and investments:
€150K to invest
(€40K currently in Evergreen Fund, €80 currently in Irish Life ARF)
Do you own any investment or other property?
No.
What specific question do you have or what issues are of concern to you?
I’m looking for advice on investing €150K.
I’m definitely in the conservative bracket, lack financial expertise, and would like a straightforward option if possible. I’ve had suggestions to invest in various Zurich funds open a Davy Select a/c, etc.
All advice welcome. Thanks.
Retired (recently): Public Service Pension €35Kpa
Rough estimate of value of home
E400K Mortgage paid off
Other borrowings – car loans/personal loans etc
None
Savings and investments:
€150K to invest
(€40K currently in Evergreen Fund, €80 currently in Irish Life ARF)
Do you own any investment or other property?
No.
What specific question do you have or what issues are of concern to you?
I’m looking for advice on investing €150K.
I’m definitely in the conservative bracket, lack financial expertise, and would like a straightforward option if possible. I’ve had suggestions to invest in various Zurich funds open a Davy Select a/c, etc.
All advice welcome. Thanks.