Save for your future today.
Make regular monthly contributions to help you save for your future goals.
Savings Plans
How they work
An international savings & high interest checking accounts to make a regular contributions into funds that allow you to:
- adjust your regular contribution
- add a single contribution
- change funds
- pause payments
- withdraw early
Simply put, a low entry savings plan used for capital creation.
Starts at only $250/month
1
years
5 to 20-year term length
1
+
Funds
$
1
minimum one-off contributions
Fund Selection
Whatever your risk tolerance & interests, your advisor will help you select the funds for your portfolio. Some examples include:
Team members
Our savings plan advisors
Craig McAvinue 
Director of Wealth Management
Patrik Shore
Senior Advisor
Hunter Deems
Senior Advisor
Saving Plans
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Speak with an advisor
Your future self will thank you
- Savings needs analysis
- See savings illustrations from multiple providers
- Learn about the funds
- Ask questions
From initial consultation, we’re here to answer your questions transparently, including all the key features and things to look out for.
Or simply call us to get started
Call: +84 028 3821 5367
We’ve achieved many national awards for our success.
Our business leaders have come a long way. There are numerous areas in which our business leaders, through their creativity & entrepreneurship.
Jorder Business Award 2020
Top Leading Global Trade
Family Business Award
Best Business Award 2020
Sales Excellence Award
Frequently Asked Questions about
Saving plans
Deciding which investment plan is right for you can be exhausting, and let’s face it, financial planning terminology can be confusing. So what exactly is the difference between monthly savings plans and regular savings plans? Turns out they’re the same thing.
Regular savings plans are a regimented way of saving through routine contributions to an investment fund. Monthly contributions can be minimal, which allows for investments without large capital. These small regular investments can grow steadily over a long period of time due to their flexibility to capitalize on market opportunities. A variety of plans are available to meet your investment goals.
Regular savings plans are a regimented way of saving through routine contributions to an investment fund. Monthly contributions can be minimal, which allows for investments without large capital. These small regular investments can grow steadily over a long period of time due to their flexibility to capitalize on market opportunities. A variety of plans are available to meet your investment goals.
Expats and families who stay long-term abroad will often find themselves in unique financial situations. Low cost and living and higher than average wages are financial boons to some, but extra savings are often balanced out by exchange rate fluctuations and expensive overseas travel costs, amongst other expenses.
Expat Savings Plans are broad strategies that help you plan for your future and secure your finances while living and working abroad. This can be in the form of investment accounts, personal bank and pension accounts, emergency funds, and more. Your location or country of temporary residency can also impact how you approach financial savings as an expat.
Expat Savings Plans are broad strategies that help you plan for your future and secure your finances while living and working abroad. This can be in the form of investment accounts, personal bank and pension accounts, emergency funds, and more. Your location or country of temporary residency can also impact how you approach financial savings as an expat.
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Our latest release on saving plans.
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