Understanding your financial fitness
As part of your financial fitness, you're paying off debts and putting away a certain amount of your income for savings, particularly emergency fund savings. This money is usually kept in a high-interest savings account for easy access.
Setting your financial goals
Once you have a sufficient amount in your emergency fund, you will continue to save for your short-term and long-term goals. For example, a short-term goal might be to save up for a holiday to take the family on next year, while a long-term goal might be to save for a down payment on a house. Other even longer-term goals might include saving for your children’s education and your own retirement.
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The value of investments and any income they generate can go down as well as up, meaning you may not get back the full amount you invested. Past performance is not indicative of future performance.
Issued by HSBC Bank Bermuda Limited which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority.
HSBC Global Asset Management (Bermuda) Limited of 6 Front Street, Hamilton, Bermuda, is a wholly owned subsidiary of HSBC Bank Bermuda Limited. Funds managed by HSBC Global Asset Management (Bermuda) Limited are offered by prospectus only in those jurisdictions where they are permitted by law. Persons are required to inform themselves and observe any relevant restrictions. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors.
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