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.

Did you know inflation is at an all time high and your hard earned savings
are losing value sitting in the Bank, Post Office, & Credit Union earning close
to 0% interest.

It’s time to start making your money work harder for you by joining the Alpha Savings & Investment Club.

How To Sign Up

01

Book An Appointment

Book a Call with Our Team. We look forward to speaking with you,

Book Now
02

We Will Call You

A member of our team will call you to give you expert advice.

03

Provide Your Documents

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

04

We Submit Your Application

We will submit your application and manage it until activation.

THE BENEFITS

What are the Benefits of the Savings & Investments Club?

Consistency

Zurich have a great track record and have consistently performing funds. Zurich manage the funds and have our complete trust.


Easy Access

With Zurich you have access to your funds all the time and can withdraw them without facing penalty.


Diversification

Zurich will invest in a diversified range of funds to minimize risk. It is an actively managed multi-asset fund with equal investments in equities, bonds, property and commodities.


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