Alpha Savings & Investments Club

Make your hard earned money work harder for you and earn interest by making monthly saving contributions to the Savings & Investments Club.

When it comes to planning your future, starting to save is a great place to start. Whatever your goals are, saving with the Alpha Savings & Investment club is a smart move.

Most people put their savings into a regular savings or deposit account. That will give you a predictable, low rate of interest; you get a little extra on top of what you put in. We have seen high levels of inflation in recent years and Irish savers are losing value on their hard earned savings sitting idle in Bank, Post Office, & Credit Union accounts earning little interest.

It’s time to get your hard earned money working harder for you by joining the Alpha Savings & Investment Club.

How To Sign Up

1

Book An Appointment

Book a Call with one of our Expert Financial Advisors. We look forward to speaking with you.

Book Now
2

We Provide a Short Form to Gather Details

One of our expert advisors will send you details to complete

3

Provide Your Documents

We will ask you to provide the necessary documentation to complete the forms.

4

We Submit Your Application

We will submit your application and manage it until activation providing annual updates

THE BENEFITS

What are the Benefits of the Alpha Savings & Investments Club?

Tailor Made

We can help you create a personal savings plan to suit you perfectly and choose from a range of funds, including our highly popular multi-asset funds, the Prisma fund range.


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. You have access to your funds all the time and can withdraw them at any time without facing penalty.


Compound Growth

The earlier you start saving, the better. Compounding interest is like a snowball—small at first but grows exponentially over time.


Saving For Your Goals

Let Your Savings Work Towards Your Goal

Don’t let your money just sit in the bank! Start getting between a projected 5 – 10% growth on your savings per year with our Monthly Savings Club!
Are you looking to buy a house?

Saving €500 per month for 5 years earning a net interest rate of 3.5% per year would produce a fund value of €32,829.

Saving for your Child’s Education

Saving the child benefit of €140 per month for 18 years earning a net interest rate of 3.5% per year would produce a fund value of €42,165.

Saving for your Retirement?

A 30 Year Old earning a salary of €45,000 and putting 10% of their gross income to a pension each year (net contributions of €225 per month) to age 65 would have a pension pot worth €559,540.

This assumes 6% pa fund growth, 1% annual management charge, salary growth rate of 2% per year in line with increases in contributions by 2% per year.

Building a Nest Egg

Saving €200 per month for 10 years earning a net interest rate of 3.5% per year would produce a fund value of €28,770.

Investing a lump sum of €10,000 and saving €200 per month for 10 years earning a net interest rate of 3.5% per year would produce a fund value of €42,954.

Saving For Your Goals

Let Your Savings Work Towards Your Goal

Don’t let your money just sit in the bank! Start getting between a projected 5 – 10% growth on your savings per year with our Monthly Savings Club!
Are you looking to buy a house?

Saving €500 per month for 5 years earning a net interest rate of 3.5% per year would produce a fund value of €32,829.

Saving for your Child’s Education

Saving the child benefit of €140 per month for 18 years earning a net interest rate of 3.5% per year would produce a fund value of €42,165.

Saving for your Retirement?

A 30 Year Old earning a salary of €45,000 and putting 10% of their gross income to a pension each year (net contributions of €225 per month) to age 65 would have a pension pot worth €559,540.

This assumes 6% pa fund growth, 1% annual management charge, salary growth rate of 2% per year in line with increases in contributions by 2% per year.

Building a Nest Egg

Saving €200 per month for 10 years earning a net interest rate of 3.5% per year would produce a fund value of €28,770.

Investing a lump sum of €10,000 and saving €200 per month for 10 years earning a net interest rate of 3.5% per year would produce a fund value of €42,954.

Warning: Past performance is not a reliable guide to future performance.
The value of investments may do down as well as up.

Our Fund Choice

Why We Recommend the Zurich Prisma 4 Fund & Balanced Fund

“The Prisma 4 and Balanced Funds present in my opinion the best opportunity to get a diversified savings/investment which is typically in the medium and medium high risk ranges offering returns of 5-10% per annum over a 5 year period and beyond.

These funds have given an average of over 8% per annum over the last 7 years and in Alpha Wealth we manage these and spread your portfolio to ensure you get the best results from one of the best managers in the Irish Market.”

Nicholas Charalambous

“We chose these funds as the optimal savings portfolio for our clients who have an investment timeframe of 5 years or more and want to take on a moderate degree of risk to get their money working harder for them and achieve returns which beat inflation.

Consistently the leading investment funds in their peer groups, the Prisma 4 & Balanced Fund are extremely well-diversified and exceptionally managed by Zurich – one of the largest asset managers in the world with $2.6 trillion of Assets Under Management and an AA credit rating (Very Strong) from Standard & Poor’s. ”

David Looney
GROWTH CALCULATOR

Investment Growth Calculator