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The Benefits of Using a Financial Advisor:

Source: Brokers Ireland Remember, your financial journey is unique, and having a dedicated financial advisor by your sidecan make a world of difference. Seeking professional advice not only protects your assets but alsoenables you to make the most of your hard-earned money. Whether it’s retirement planning,investment strategies, or securing your family’s future, her at ezfees […]

Benefits of the Help to Buy (HTB) Scheme:

Qualifying for the HTB Scheme: The Help to Buy (HTB) scheme offers valuable support to first-time buyers by assisting with the deposit and making homeownership more affordable. To learn more about the HTB scheme and how it can benefit you, contact our dedicated advisors at Ezfees Financial. We are here to provide guidance, advice, and […]

Cohabiting Couples Inheritance Tax

According to the National Census, there were more than 150,000 people in cohabitation. This figurecontinues to rise however, many cohabiting couples are unaware of the tax implications that canarise from a partners’ passing. For the purpose of Capital Acquisition Tax (CAT) where a couple are living together, have a mortgagetogether but are not married or […]

The Benefits of a Lifetime Loan: Unlocking the Value of Your Home

A Lifetime Loan offers individuals the freedom to access the equity in their home and provides a steady stream of income during retirement years from age 60+. With a Lifetime Loan, you can borrow a cash sum using your house as security without selling a share of your home. Let’s explore the numerous benefits attached […]

Deposit Savings vs. Long-Term Savings: Understanding the Benefits

Deposit Savings Benefits: Long-Term Savings Plan Benefits: Suitable Situations for Deposit Savings: Ezfees Financial – Mortgage & Life Broker Options At Ezfees Financial, we prioritize helping you achieve your financial goals. Whether it’s deposit savings or long-term savings, our dedicated advisors provide easy-to-understand financial advice tailored to your unique needs and goals. Contact us today […]

Key Person Insurance Explained: Protecting Your Business’s Future

Who is Considered a Key Person? A key person refers to an individual within a business who holds crucial skills, knowledge, management expertise, or leadership qualities that are vital to the ongoing success of the company. This can include top-tier management, company directors, sales directors, CEOs, or business partners. Losing a key person could have […]

Understanding the Hidden Costs of Buying a Home in Ireland

When buying a home, there are several costs to consider in addition to the purchase price. It’s crucial to factor in all of these costs when determining your budget for purchasing your home. Additionally, you may want to consider ongoing maintenance and repair costs, as well as any potential renovations or upgrades you may want […]

The Importance of Pensions: Secure Your Financial Future

Having a pension provides financial security and stability during retirement. It allows you to have areliable source of income, maintaining your standard of living and covering your expenses after youstop working. When you have a pension, you’re not just saving for the future; you’re building a foundation for aworry-free retirement. This steady income stream helps […]

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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

Book your business consultation today

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

Book your Savings and Investments Consultation Today

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 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
8) PAYE
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

Book your Mortgage Consultation Today

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

Book your financial planning consultation today