Bitcoin Savings Plan
Regular, small bitcoin purchases inside a diversified portfolio — never as a portfolio on its own.
Averaging in, within a strict cap
A bitcoin savings plan applies the same discipline as the rest of our service: a fixed amount at a regular interval, bought through regulated partners, delivered to a wallet in your name.
Buying at a regular cadence rather than in one go spreads the entry price across many points in the cycle. Given how volatile bitcoin is, that matters more here than with any other instrument we work with.
Critically, this sits inside a diversified plan. The bitcoin portion remains capped at 5–10% of the total portfolio, with the remainder in safe assets and global equities.
The mechanics
Set the portfolio, not the bitcoin amount
You choose a total monthly contribution and a risk profile. The bitcoin share follows from that profile — it is not decided in isolation.
Regular purchases through licensed desks
The bitcoin portion is bought at a regular interval through regulated OTC desks and licensed providers, at the prevailing market price.
Delivered to your wallet
Bitcoin is transferred to a wallet or account in your name. We never hold it on your behalf.
Trimmed back if it exceeds the cap
If a strong run pushes bitcoin above its ceiling, the excess is rebalanced back into the rest of the portfolio rather than left to grow unchecked.
Please read this honestly
- Only allocate money you can afford to see fall sharply in value
- Keep an accessible cash reserve outside the plan
- Treat it as a long-horizon holding, not a source of near-term income
- Expect the cap to be enforced, including when it is tempting to raise it
Crypto-assets carry a high level of risk. Past performance does not guarantee future results. The information on this page is provided for informational purposes only and does not constitute individualised investment advice.
Ready to start saving for your future?
Get a free consultation. We’ll explain how it works in your situation — no pressure, no jargon.
Request a Consultation