Private Clients
Lifestyle Financial Planning
Personalised Life Financial Planning
In today’s uncertain world, it’s more important than ever to manage your money and plan for your financial future. It’s not always easy to know where your finances may stand in five, ten or even twenty years from now.
Our financial planning team will ask the right questions, and then listen carefully to understand every aspect of your financial situation, in conjunction with your specific objectives, needs, attitude to risk and lifestyle. Using the most advanced cashflow planning technology we will formulate a tailored, strategic financial plan which is designed to give you clarity and direction for your financial and life journey.
Elements of a Financial Plan:
Tax Planning
Planning around the various Tax Reliefs and exemptions available.
Income & Expenditure
Reviewing all sources of cash flow and your outgoings each year.
Property
Taking account of you’re your family home, rental properties and holiday homes and any future decisions around them.
Pensions
Private and Corporate arrangements. Funding for retirement.
Debts
Mortgages, Car Loan, Credit Card.
Life Assurance
Ensuring your family is adequately protected in the unfortunate event of death.
Protection
Serious Illness cover and Income Protection to safeguard you and your family from loss of earnings due to illness.
Personal Investments
Take account of any deposits, An Post savings and private investments such as equities.