What You Need to Know: Women and Pensions

As people are generally living longer—with women typically outliving men by up to five years—it’s crucial for women to plan adequately for retirement to maintain their standard of living. This guide explores why women often end up with smaller pensions than men and what can be done to bridge this gap. Unique Challenges Faced by […]

Securing Your Retirement: What Does a Pension Plan Promise?

Embarking on retirement with a pension plan in place is a solid strategy to assure yourself a stress-free and comfortable retirement. Here’s what you stand to gain: 1. A Steady Income Guarantee A pension scheme assures you a set income throughout your retirement. This guaranteed income stream eliminates the worry of depleting your savings, providing […]

Understanding Pension Options in Ireland: A Guide for Workers

Navigating pension options in Ireland can seem daunting, but it doesn’t have to be. Whether you’re employed, self-employed, or in the public service, there’s a pension scheme suitable for you. Different Types of Pensions in Ireland All these options, combined with the State Pension, aim to ensure you’ve a steady income upon retirement. Why Pensions […]

Safeguarding Your Future: How Investment Outpaces Inflation

With inflation continually chipping away at the value of your savings, it’s paramount to find reliable means to shield your money’s purchasing power. The evolving global financial landscape, characterized by fluctuating inflation rates and interest metrics, requires an astute investment strategy. Delving into the crux of investment against inflation, we provide a roadmap for securing […]

Staying Committed: The Importance of Consistent Pension Contributions

Ensuring a comfortable retirement often boils down to one key factor: discipline in maintaining pension contributions. As future financial security hangs in the balance, here’s a comprehensive guide to help you remain unwavering in your commitment to your pension goals. Strategies to Maintain Robust Pension Contributions: At the heart of retirement planning lies consistent effort […]

Engaging with a Pension Broker: The Key to a Secure Retirement in Ireland

Planning for retirement is more than just a task to check off your to-do list; it’s a monumental decision that sets the stage for your future well-being. Here, we explore why engaging with a pension broker can be the game-changer in your retirement journey. What Does It Mean to Engage a Pension Broker? When you […]

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:
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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