Cancer Cover

There are few families in Ireland that have been unaffected bycancer – one of the main serious illnesses affecting Irish men andwomen. Cancer Cover pays a lump sum if you are diagnosed withspecific types of cancer during the policy term. While costing muchless than traditional Serious Illness Cover, a Cancer Cover policy canprovide real peace […]

First Time Homebuyer? Essential Insights to Embark on Your Property Journey

Embarking on the journey to buy your first home is a thrilling yet daunting experience. Understanding the process is key to making it both enjoyable and successful. Here’s a concise guide for first-time buyers to navigate the home buying landscape: Understanding Homeownership for First-Time Buyers Home Selection Factors: Considerations like location, price, size, and style […]

Taking the Next Step: What to Expect from a Pension Review with Ezfees Financial

Navigating the world of pensions can be daunting. But understanding your options and planning accordingly is paramount to ensuring a comfortable retirement. If you’re considering taking that pivotal step towards planning your future, here’s what you can anticipate during a pension review/appointment with Ezfees Financial. Your Journey with Ezfees Financial Starts Here At Ezfees Financial, […]

Understanding Pensions in Ireland: Why It’s Essential for Your Retirement Planning

Navigating the world of pensions can seem daunting, but understanding this vital financial tool is crucial for securing a comfortable future in Ireland. Here, we break down the basics of pensions, their importance, and how they can be your financial lifeline during retirement. What Exactly is a Pension? A pension is, in essence, your financial […]

Why Pensions are so Important

What Exactly is a Pension? It’s what you will live on when you stop working. Essentially, it will replace the wages that you earned before you retired. What is a Pension Plan? It is a long-term savings plan, where you build up money to provide yourself with a pension after retiring. Different from your regular […]

Demystifying Term Life Insurance in Ireland: Protection for Your Loved Ones

In the realm of securing your family’s future, Term Life Insurance emerges as a cornerstone of financial planning. Offering a straightforward and cost-effective approach, this type of insurance provides crucial support to your loved ones in the unfortunate event of your passing. This blog post dives into the nuances of Term Life Insurance, its various […]

Nurturing Your Child’s Financial Future: Essential Money Lessons

As parents, safeguarding your children’s financial future is a priority that holds lasting significance. Instilling essential money skills in your child from an early age is a transformative gift that equips them for lifelong success. In this blog post, we’ll delve into the importance of teaching children about money, explore practical strategies, and underscore the […]

Unveiling the Choice: Joint Life Protection vs. Dual Life Protection

When it comes to securing your home and ensuring a stable financial future, a Mortgage Protection policy is an indispensable asset. This policy offers the reassurance that your mortgage will be paid off in the event of an untimely death, providing a safety net for your loved ones. However, as you embark on this critical […]

A Comprehensive Moving House Checklist for a Stress-Free Move

Moving to a new home can evoke a mix of emotions, from excitement to stress. However, with careful planning and organization, you can transform this experience into an exciting chapter of your life. To help you make a seamless transition, we’ve curated a comprehensive moving house checklist that covers every essential step before, during, and […]

The Importance of Pre-Purchase Structural Surveys for Your New Home

Introduction: When purchasing a new home, ensuring its structural integrity is of utmost importance. A Pre-Purchase Structural Survey is a comprehensive inspection that helps identify and document potential defects or issues with the property. In this blog post, we will explore the benefits of getting a structural survey, the different types available, and why it […]

Business Owner Consultation

Your business is your baby, so it deserves protection. Our team of experts will guide you through informed decisions to provide tailored policies. Shield your business against unexpected setbacks and ensure stability, whether you’re a startup or an established corporation. We’ll create a financial plan that will guide the balance of your personal finances and your long-term business goals.

What’s in this for you? Discuss your business finances in confidence with trustworthy advisors to:
1) Create a money management plan to suit your business
2) Align your business and personal objectives
3) Get clarity and validation on your strategies from dedicated Financial Advisors committed to safeguarding your business finances
4) Be advised when you need to speak to Tax Advisors where relevant
5) Obtain guidance onto Owner/Director on Pension planning and legislation
6) Referral to a Life/Business Coach where relevant

Plan for your business’s long-term financial goals:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Safeguard your business and your future

Investment Consultation

With low deposit rates and high inflation rates, savings and investment plans are appealing right now. We understand what it’s like to make sacrifices to accelerate your savings goals so you can achieve your dreams. That’s why we provide expert guidance so you can take charge of your future without sacrificing your valuable time.

What’s in this for you? Why you should consider savings and investment plans?
1) The potential for higher returns
2) Flexibility in the amount you save
3) Short, medium and long term options to suit your goals, amounts and terms to save
4) Investment options appropriate to suit your needs and goals

How you can save to secure your dreams:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Make your Dreams a reality

Mortgage Consultation

Whether you are a first-time buyer, mover, switcher or looking to invest in a rental property, we have a mortgage solution to fit your unique situation. Over 60 and looking to release equity in your home to support your children, go on that dream holiday or pay off bills? We find the mortgage most suitable for you and your family’s needs and support you through the entire process. You’re guaranteed to find the best mortgage option for your financial needs and goals, with impartial advice and competitive rates.

Clear, simple, actionable advice for all your mortgage needs:
1) First time buyers
2) First Home Scheme/ Local Affordable Authority Scheme
3) Switchers
4) Home Movers
5) Investment Property
6) Self Employed
7) Contract Workers
9) Lifetime Loan (over 60’s equity release)

How you can get started:
1. Share your journey with us
2. Create a plan!
3. Gather and submit your information
4. Make your Dreams a reality

Financial Planning Consultation

Secure your future and that of your loved ones beyond homeownership with life assurance, income protection and pension advice. Whatever your stage of life or money situation, our team of experts will help you make informed decisions to safeguard your financial future.

What’s in this for you? Planning your future, helps make your dreams a reality:
1) Start by creating a money management plan
2) Work with our dedicated Financial Advisors committed to safeguarding your future
3) Helping you get the guidance you need to achieve your long-term financial goals

Safeguard your financial future today:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Safeguard your Financial Future