Caravel Partners

Wealth & Tax

Regular Savings

There are many reasons for saving, whether to reach a definite future target – a pension to fund your old age, a pool of money to pay for the future college education of a new child or a deposit for a future home purchase - or simply to ‘put away’ a regular sum for future use. What is key is the methodology by which you save every month. Nowadays there are low-commission offshore regular savings plans that do not tie in your money for years, or force you to save during a so-called ‘Initial Period’. These modern variants are much more saver-friendly than the old-style plans from the offshore insurance companies. The new generation includes plans linked directly to global exchanges which guarantee you up to 180% of contributions made during the savings term.

Equity investment is the proven way to grow your money over time. Equities have yielded around 9% per annum on average, net of inflation, since the 1930s. And remember, time is in general more important than the amount of money saved: by starting early, you reduce the amount you might need to save. Whether you need a full retirement plan or just have a regular amount of money that can be saved over a period of time, we at Caravel Partners will match you with the most appropriate plan, and explain it so you thoroughly understand and 'own' it.

Regular Savings

There are many reasons for saving, whether to reach a definite future target – a pension to fund your old age, a pool of money to pay for the future college education of a new child or a deposit for a future home purchase - or simply to ‘put away’ a regular sum for future use. What is key is the methodology by which you save every month. Nowadays there are low-commission offshore regular savings plans that do not tie in your money for years, or force you to save during a so-called ‘Initial Period’. These modern variants are much more saver-friendly than the old-style plans from the offshore insurance companies. The new generation includes plans linked directly to global exchanges which guarantee you up to 180% of contributions made during the savings term.

Equity investment is the proven way to grow your money over time. Equities have yielded around 9% per annum on average, net of inflation, since the 1930s. And remember, time is in general more important than the amount of money saved: by starting early, you reduce the amount you might need to save. Whether you need a full retirement plan or just have a regular amount of money that can be saved over a period of time, we at Caravel Partners will match you with the most appropriate plan, and explain it so you thoroughly understand and 'own' it.

Speak with one of our team.

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© 2024 Caravel Partners (Zambia) Ltd | Caravel Partners (Zambia) Ltd and Caravel Partners (Uganda) Ltd. are wholly owned by Caravel Partners Ltd., registered in the Seychelles with reg number 238002.

Caravel Partners (Zambia) Ltd is licensed by the SEC in Zambia - License No. IARL/23/52

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