Regular Savings Plans
from $250/month
Summary
A regular savings plan allows you to make ongoing contributions into your account. This money is then put into a variety of actively managed funds. Build your savings with disciplined, regular contributions to help you reach your future financial goals, whatever that may be.
Set up
Create account
Select funds
and contribution
Contribute
Your first contribution is taken off a card of your choice
Invest
Contributions go into your funds, managed by professionals
Accumulate
High return rates allow you to expedite your savings
Use
Home, start a family, education, retirement, lifestyle choices
Key Features
Low Minimums
from $250/month
add any single, one-time contributions from $1,500/time
Secure
international savings
in major currencies, held in a custodian bank account in your name
Globally Portable
expats and local citizens
take the policy with you where you move to
Term Length
from 5 years
match your investment horizon, full or partial withdrawal early as needed
Client Flexibility
user friendly account
adjust your contribution, changes your funds, pause or freeze as needed
Lowest Fees
in the market
for actively managed accounts, all fees disclosed by your trusted Tenzing advisor
Fund Selection
Fund Managers
How much can you save with $250/month?
By starting your savings journey younger, you give yourself time to accumulate wealth. The graph visually represents the future value of your savings based on two key variables:
1) How old you are when you start saving:
- Age 30
- Age 40
2) How much you save per month:
- $250/ month
- $500/month
- $1,000/month
“Do not save what’s left after spending; instead spend what is left after saving”- Warren Buffet
By following Buffet’s advice on spending, you can see the correlation between how old you are when you start saving, how much you save regularly and how that affects your financial future.
Our Consultation Process
We practice holistic consulting, taking a look at the bigger picture by identifying our clients’ goals, current position and any deficiencies. Our advisors present data driven solutions, showing you what you need to do now to achieve your future goals. As they say, a goal without a plan is just a wish.
Financial review
Needs Analysis
Proposal
Follow-up
Savings Plans discovery call
Savings plan advisors
Craig McAvinue 
Patrik Shore 
Hunter Deems
Saving plans
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.
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.
Our latest release on saving plans.
Our products are designed for small to medium size companies willing to optimize their performance.
