Financial Planning & Guidance
Forsythe Financial planning
Take the first step.
Work with an Experienced Professional Qualified and Regulated Financial Broker to identify and achieve your Financial Goals
Who are we?
John Forsythe QFA FLIA RPA established Forsythe Financial Planning in 2009. John has worked as a Financial Advisor since 1991 and has held various roles with some of Ireland’s leading financial services, pensions, investment and insurance companies.
Forsythe Financial Planning is a Financial Brokerage working with individuals, families and business owners to identify and achieve financial goals. We advise on various financial services such as pensions, investments and financial protection.
We provide research-based solutions to personal and corporate clients.
Forsythe Financial Planning is a member of Brokers Ireland, the professional Financial Broker Network and, the Life Insurance Association (LIA).
The Central Bank of Ireland regulates Forsythe Financial Planning.
Our Mission
We strive to provide financial peace of mind by delivering research-based tailored objective advice to help clients achieve their financial goals.
Our Vision
Our vision is to be trusted and respected by our clients as a financial advisory firm that offers financial advice and guidance over many years.
Why use Forsythe Financial Planning?
Forsythe Financial Planning can help you develop a long-term financial strategy that takes into account your unique goals and circumstances. By developing a comprehensive financial plan, you can work towards achieving your long-term financial goals, such as retirement, wealth transfer, or philanthropy.
We will provide an objective perspective on your finances. We don’t have a personal stake in your financial decisions, which means we can provide impartial advice and help you make decisions that are in your best interests.
Financial planning is not just about growing your wealth, but also about mitigating risk. Forsythe Financial Planning can help you to identify potential risks and take proactive steps to manage them, protecting your assets and ensuring that you are prepared for the unexpected.
Choice
We have access to a variety of insurers’ products. We can compare various product offerings and advise on the best service provider and cover rate from the most suitable provider – every time!
Relationships
Our leading duty is to our clients. We endeavour to build customer loyalty and long-term relationships and spend time getting to know and understand the needs of our clients.
Expert Advice
Just like an accountant or lawyer, based on years of experience and training we can provide the same levels of professional advice and guidance to you on your pension, investment and insurance.
Responsibility
We take away the burden and stress of searching the market and handling claims. As your Financial Broker, we take the responsibility on your behalf.
Peace of Mind
In the event of a claim and or general queries we guide our consumers through the claims process and effectively manage the claim on their behalf.
Security
All Financial Brokers are regulated by the Central Bank of Ireland and relevant legislation so, you are protected at all times.
How to create and start a free financial plan
We have partnered with Zurich Life to provide you with a Free Financial Health Check
Our Financial Health Check is simply a way to help you manage your finances regularly. It can include the identification of potential risks and opportunities you need to consider to achieve your short and long-term financial goals.
Understanding your financial situation is an important first step towards achieving a stable and successful financial future. By taking the time to assess your current financial position, you can gain valuable insights into your income, expenses, assets, and debts.
This knowledge can empower you to make informed decisions when it comes to budgeting, saving, investing, and planning for the future. By understanding your financial situation, you can get a clear picture of where you stand financially and identify areas for improvement. Take the first step and get in touch today.
Start your financial planning journey online for free
Our Financial Health Check, is a useful tool to get you started with your financial planning. Once you complete the Financial Health Check, you should get in contact with us to arrange a follow-up consultation.
We can answer any questions or queries you might have and provide you with the personal advice you need.
Alternatively, contact us directly to arrange a face-to-face or remote consultation
1. Request a Free online Financial Health Check
Complete the Contact Form and you will receive an online Financial Health Check by email. By taking the time to assess your current financial position, you can gain valuable insights into your income, expenses, assets, and debts. You will receive a Personal Financial Report to review.
2. Review your Financial Report and your financial situation
Review your report to understand your current situation. Review any recommended actions and prioritise your goals. Navigating the different options available can be difficult, especially for beginners. It’s a good idea to engage with a financial advisor who can guide you through the different options.
3. Identify solutions and schedule a consultation
Get in touch with us to identify the products you need to achieve your goals. Implementing a new financial plan into your routine is not always straightforward. The good news is that if you have decided to take this step you probably are motivated enough to stick to your new plan.
4. Implementation & Review
We will implement any of the recommended actions chosen by you and review your financial plan regularly. Reviewing your financial strategy regularly is essential to make sure you are on track to achieve your objectives. It is also important to evaluate whether your circumstances have changed.
The Value of Financial Advice
The value of expert financial advice has never been more compelling in helping families and individuals identify and achieve their financial goals.
The Value of Financial Advice
Laying the Foundations for Financial Stability
The value of expert financial advice has never been more compelling in helping consumers achieve their
financial goals and address their financial requirements through professional and objective advice
on protection; savings/investments and pension offerings.
More Pension Coverage
73% of those who use financial advice own a pension, compared to 34% who do not.
Bigger Pension Pots
The average pension pot is valued at €128,933 for those who use financial advice and €62,600 for those who do not. This represents a 105% difference in those who have used financial advice.
More Successful Investment Outcomes
The amount in savings/investments for those who have used financial advice is €81,890 by comparison to €53,200 for those who have not used financial advice 53% higher in value than those who do not
More Confident About Future Financial Needs
55% feel more confident that they are in control of their finances having sought financial advice.
Financial Planning
Financial advice you can trust
Qualified Impartial Financial Advice
Arrange a Full Financial Review
Identify and achieve your financial goals using our Full Financial Review.
Take the first step towards a secure financial future
Our Blogs
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Financial Planning Tips for Business Owners in Cork
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How to use Life Insurance to build financial resilience
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What an income protection policy is and what it is not.
We are concerned when we sometimes hear people talking about income protection, as they often […] Read more
GET STARTED
Take the first step
Start your financial planning journey.