Financial
Planning
Our experience, knowledge and continuous analysis of the market enables us to provide an impartial and holistic financial planning experience.
We can guide you in the right direction.
1.
Financial Planning
A. What are your long term goals and are you on track to achieve them?
2.
Director’s Retirement Planning
A. When would you like to be financially independent?
B. What level of income would you like to have?
3.
Protection Planning
A. Are your loved ones protected in the event of your ill health or death? We can guide you through the multiples options available to ensure that you have the best cover for you and your family.
4.
Investment Advice
A. Are you maximising your savings with historically low deposit rates? We can assist you in building out a robust investment strategy to deliver on your long term goals.
HOW CAN WE HELP YOU OUT? Let's talk about how w can help.
OFFICE IN CORKCORK
Floor 1, 24/25
South Mall, Cork
Ireland, T12 R5PF
South Mall, Cork
Ireland, T12 R5PF
OFFICE IN DUBLINDUBLIN
20 Harcourt Street
Dublin 2
Ireland, D02 PF99
Dublin 2
Ireland, D02 PF99
PLAN YOUR VISITWorking hours:
Monday - Friday
9 am to 5 pm
9 am to 5 pm
Social Media
CONTACT USLeave us a little info, and we'll be in touch.
