Financial Services

How can we help you?

Our Products and Services

We advise on a Wide Range of Financial Products and services

Pension Reviews

We advise on personal and occupational pensions

Savings & Investments

Take a look at alternatives to bank deposit rates

Financial Protection

Protect your income, your business, and your family’s lifestyle

Your Financial Broker will take time to get to know you, your personal circumstances, and your financial goals. They will discuss your options and help you come up with a financial plan. Secondly, they will research products that match your needs from the range of companies they deal with, providing a “fair analysis” of the relevant market.

The Competition Authority found that demand for insurance was more price-sensitive in the broker market than through direct channels.

Your Financial Broker will conduct a “factfind” to get to know you and your requirements and develop a strategy that meets your goals.

Financial Brokers are experts on financial planning matters and work on your
behalf giving you a choice of products and providers from across the market.

COUPLE REVIEWING THEIR FINANCIAL SERVICES

30 +

Years

Experience

PROFESSIONAL ADVICE

5 steps to Help You Identify and Achieve Your Financial Goals

Financial planning is all about communication. A key part of a financial advisor’s role is listening. To gain an understanding of your financial goals we use a 5 step process.

  • Discovery Call / Initial Enquiry
  • Financial Fact Find and Investment Risk Questionnaire
  • Personal Financial Report
  • Implementation of agreed actions
  • Regular reviews and communication

Services

Our Financial Services

Start planning for a better financial future. Simply click on the link relevant to the service required to find out more.

087 250 6365