Family Values

We all have plans to provide for our children's future including their education, wedding and perhaps their first step on the property ladder. To fulfill these ambitions you need to seize the initiative and take charge of your financial future. Effective financial planning is key to ensure that the commitment you make today can reap the maximum rewards in the future. And, the sooner you start, the sooner you can enjoy being in control of your own financial destiny.

 

Name: John Smith

Age: 48

Marital Status: Married

Dependants: Wife Jane (40) and daughter Susan (18)

 

 

Investment Product: Generali Vision

 

 

How Generali Vision can help:

 

John is an international oil rig worker and throughout his daughter's early years he had sought advise from his Financial Adviser in relation to saving towards paying for her to go to university.

 

At the time, his Financial Adviser suggested using Generali's Vision as a regular savings plan where he could invest in low / medium risk investment options to help him achieve his goal and have the money that was required, when needed.

 

Generali Vision offers a large range of over 200 investment funds, catering for a wide range of risk profiles, which gave John the ability to select a mix of funds to balance his attitude to risk with the potential for growth.

 

This solution worked and now that Susan is at university, John feels that he should continue with his Generali Vision plan in order to save towards her wedding or any future needs she may have.

 

John's Financial Adviser suggests that he should continue with his Generali Vision plan and his current investment options but increase his regular contributions in order to save, not only what is needed, but also giving him the potential of enhancing his retirement prospects at the end of his savings term.

 

Additionallly, there are no local taxes deducted on plans in Guernsey, where Generali Vision is domiciled, which is also an important factor to consider when looking to protect investments.

 

 

Please note: The information in this case study is for information and illustrative purposes only and does not constitute legal or financial advice. Generali Vision Terms and Conditions must be read along with the full Product Brochure and Details Guide and advice sought from your Financial Adviser before any investment decision is made.

 

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