Forsythe Financial Planning laptop with pension planning graphs

Based in Carrigaline we work with clients throughout Cork

Financial Planning & Guidance

Financial Planning

Our Financial Planning services can help you identify and achieve your financial goals. Check out our Your Financial Report

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Learn about us

Financial Protection

Our suite of Financial Protection solutions will look after your family or your business if you a family member or, a business partner dies or are unable to work due to an accident or illness. We advise on Life Insurance, Income Protection, Mortgage Protection, Serious Illness Cover and much more.

Pensions

With a Pension, we can help you take full advantage of the tax breaks available in Ireland and look forward to a comfortable retirement.

pension review
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Savings & Investments

If you have money on deposit then perhaps it’s time to look at some alternatives. Maybe you want to learn more about the cost of third-level education in Ireland and how to fund it. Whatever your savings or investment need we have a solution.

Pension Opportunities for Business Owners

Good forward-thinking business planning means that SME owners should look at their options for extracting profits from their business in the most tax-efficient manner.

Wealth Extraction is an efficient means of withdrawing profits for the benefit of the business owner in the most tax-efficient means possible which if done well, could lead to financial freedom in retirement.

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older couple reviewing their retirement options on ipad

Post-Retirement

If you are approaching retirement, then you will need to make some important decisions about how to maximise your tax-free lump sums and, how to ensure that your Post-Retirement income can provide you with a comfortable lifestyle.

Financial Advice and Guidance

Perhaps you require advice on a specific area such as Redundancy Planning, Inheritance Tax planning, or transferring or consolidating old Pensions. If you have an Overseas Pension then we can help you bring it home. To find out if what we do can help you then why not Get in Touch?

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30 +

Years

Experience

Work with a Professional Financial Advisor to achieve your goals

John Forsythe QFA FLIA RPA

I help families, business owners and employees identify and achieve their financial goals. I have been doing this successfully since 1991 and look forward to working with many more clients in Cork in the future.

John Forsythe – Forsythe Financial Planning
  • Full Financial Reviews
  • Pensions and Retirement Planning
  • Savings and Investments
  • Financial Protection – Personal and Business
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Take the first step

Let’s Talk

Financial planning is at its core a conversation between you and your financial advisor.

Whether you want to arrange a full financial review or need some guidance on a certain issue then why not take the first step, get in touch and Start Your Conversation.

It’s not rocket science but it works

Personal Financial Reports

Financial Planning products are the tools we use to help achieve your financial goals.

Our Financial Planning Process

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Discovery Call

Schedule a Discovery Call to find out if the services we provide are what you need. 

Forsythe Financial Planning laptop with pension planning graphs

Financial Fact-Find

We complete a Financial Fact-Find to gather information about you, your personal and professional circumstances, and your financial goals.

Structured Bonds

Investment Risk Profiler

If applicable you will be asked to establish your Attitude to Risk and Capacity for Loss.

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Review your Personal Financial Report

You will receive a Personal Financial Report including some recommended actions for you to consider.

ABOUT US

Implementation

We implement any of the recommended actions chosen by you. This typically involves setting up new policies and plans.

Updates & Reviews

You will receive regular updates and we will review your plans regularly to ensure they remain fit for purpose.

Do Need Financial Planning Advice?

Schedule a Discovery Call to get Started

Qualified and Regulated Financial Planning Advice