Personal Financial Plan
What is a Financial Plan?
Simply put, it is a roadmap to help you to make the most of your finances, plan for future outlays, protect your current standard of living and grow your wealth.
What will a financial plan do for me?
- It will give you a graphical picture of your financial future.
- It will provide you with a plan to improve your financial position.
- It will help you identify tax efficiencies.
- It will help you make informed decisions.
- It can give peace of mind.
- It will help with estate planning when passing on assets.
- It will help you estimate how long your pension fund will last.
- It will provide you with a comprehensive independent financial planning report.
It will provide answers to these questions:
- When can I afford to retire?
- What is my net worth?
- Will I run out of money in retirement?
- What effect will downsizing the family home have on my retirement income?
- Do I have sufficient financial protection if I am unable to work?
- Should I sell my investment property or keep the rental income?
- What is the potential inheritance tax on my estate?
- Do I need to take investment risk with my pension fund?
What does a financial plan cost?
Our Independent Financial planning service costs €300 which includes a comprehensive financial planning report and follow up consultation to answer any queries.
How it works
Chat: First we establish your current situation.
Listen: then we discover your objectives and what you would like to achieve with your finances.
Examine: then we look at ways to improve your finances, achieve your Plan A and figure out a Plan B.
Present: then we prepare, present, and explain your options in a clear an understandable way.
Implement: We can help you set up strategies to implement your chosen plans.
On-going support: Times change and your situation can change. We will be there to guide and advise you through the ups and downs to help you reach your objectives.
