Looking for Financial Advice or a Financial Review in Ireland? Here’s What You Need to Know

A financial review can help you evaluate your current financial situation, identify areas of improvement, and make informed decisions about your financial future. It can also help you create a roadmap for achieving your financial goals and build a strong foundation for long-term financial stability and security.

Why You Need a Financial Advisor

A financial advisor provides guidance and advice to individuals or businesses on how to manage their finances, including investments, pensions, and savings, with the goal of achieving their financial goals and objectives. The initial advice stage should set a client off on the right path, and regular review meetings with their advisor should ensure the client stays on that path as their circumstances change, right up to and including retirement years.

A financial advisor may be able to help you with investing or saving your money, planning for your retirement, reviewing previous employment pension arrangements, making the most of a lump sum of money such as a redundancy payment or an inheritance, buying a property or taking out a mortgage, understanding what type of insurance you need (protection cover), dealing with significant life changes, for example, starting a family or getting divorced, and improving your tax situation.

What a Financial Review Can Do for You

A financial review is an overall review of the financial products you may have in place. Your life and family circumstances change over time, and it’s essential to ensure that you are on track to budget for future events such as saving for a future project or event or for your retirement. Based on years of experience and training, a broker/financial advisor can provide the same professional advice to you on your financial products.

A financial review might include up-to-date values of current investment/pension products, perhaps a rebalance of assets in a portfolio, presentation of a short review report, exploring the need for further protection needs based on changing circumstances, whether the client’s life goals have changed since the last meeting, changes to income/salary, and encouraging clients to make a will.

Ezfees Financial – Mortgage & Life Broker Options

At Ezfees Financial – Mortgage & Life Broker, we care about helping you make your financial dreams a reality. We understand that your home, family, business, and future are your priority, and we provide easy-to-understand financial advice for your unique needs and goals. Our team of dedicated advisors can guide you through the financial review process, ensuring your long-term financial security.

Why not give us a call on 0818 910800 or email your query to info@ezfeesfinancial.ie to discuss your financial needs and how we can help you achieve your goals.


In conclusion, seeking financial advice or a financial review is an essential step towards achieving long-term financial stability and security. By working with a financial advisor, you can receive guidance on managing your finances, planning for your retirement, and making informed decisions about your investments, pensions, and savings. A financial review can help you evaluate your current financial situation, identify areas of improvement, and create a roadmap for achieving your financial goals. Contact Ezfees Financial today to learn more about our financial advice and review services in Ireland.

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