Savings and investment

Savings and investment insurance in Zaragoza

Making your money work for you

Today’s financial landscape calls for smart strategies to grow and protect your wealth.

At Agencia Liria, we understand the importance of planning your financial future. That is why we offer a comprehensive Financial Planning service, tailored to each client.

We focus on your objectives and select savings and investment products that align with your profile and goals.

Investment instruments we offer

1.

Investment funds

Collective investment managed by financial professionals, diversifying your capital to generate returns.

Advantages
Global investment exposure to maximise returns.

2.

Unit Linked

An investment linked to a life insurance policy, where part goes towards the premium and the rest is invested in a portfolio of products.

Advantages
A combination of investment and insurance protection.

3.

Pension plans

A long-term savings product with tax benefits, designed to build capital or generate retirement income.

Advantages
Annual tax deductions, helping to reduce the investor’s tax bill.

4.

Fixed-term deposits

Depositing money with a financial institution in exchange for a fixed interest return over a set term.

Advantages
Offers stability and predictability in returns.

Personalised advice for your savings and investments

How can a savings insurance policy benefit you?

At Agencia Liria, our commitment is to enhance your financial wellbeing. Let our professionals guide you—invest wisely and make your money work to build the future you want.

  • Capital growth:
    By investing in diversified Investment Funds, your money is professionally managed to maximise returns.

  • Protection and returns:
    With Unit Linked, you gain investment benefits while insuring your life, providing financial security for your loved ones.

  • Long-term tax savings:
     Pension Plans allow you to deduct annual amounts from your personal income tax (IRPF), optimising your tax burden and increasing the savings allocated to retirement.

  • Financial stability with fixed-term deposits:
    By choosing a fixed-term deposit, you secure a predictable return—ideal for those seeking stability and control over their finances.

Contact
Do you have any inquiries for us?

If you wish, you may contact us using this contact form and we will respond to you as soon as possible.

If your inquiry is regarding insurance, please provide as much information as possible about the insurance you are interested in, so that we may offer a response tailored to your needs.

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