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The Benefits of Using a Financial Advisor:

Source: Brokers Ireland

  1. Protecting Your Family:
    Your loved ones are precious, and safeguarding their future is paramount. One of our financial
    advisor’s will work closely with you to assess your circumstances and discuss life insurance products
    tailored specifically to your family’s needs. They will chart the best options that ensure a secure
    future for those you cherish the most.
  2. Planning Your Spending and Saving:
    Building a strong financial foundation begins with prudent spending and effective saving. We are
    here to assist you in creating a personalised financial plan that not only safeguards you during rainy
    days but also paves the way for realising your future aspirations and dreams.
  3. Preparing for a Worry-Free Retirement:
    Retirement planning is crucial in today’s world, where state support alone may not suffice. A
    financial Advisor will help you navigate the complexities and intricacies of retirement options,
    constructing a robust portfolio that ensures a prosperous and worry-free future during your golden
    years.
  4. Securing Your Home:
    Acquiring a home is a significant decision, and the mortgage market can be overwhelming. Rest
    assured, we will guide you, to 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.
  5. Meeting Your Investment Goals:
    As your assets and income grow, so do your aspirations. Together, we will collaborate on strategies
    to enhance your financial position, be it early retirement or funding your children’s education. Your
    goals are within reach with careful planning.
  6. Objective Assessment for Informed Decisions:
    With an overwhelming amount of investment opportunities in the market, it’s essential to make
    well-informed decisions. We will provide unbiased insights, presenting you with the potential
    benefits and pitfalls, so you can confidently choose the right path.

Remember, your financial journey is unique, and having a dedicated financial advisor by your side
can make a world of difference. Seeking professional advice not only protects your assets but also
enables 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 financial we will assist you every
step of the way.
Working together to build a secure and prosperous financial future for you and your loved ones. Feel
free to reach out to discuss your financial goals and concerns – your financial success is our top
priority!

Ezfees Financial Ltd T/A ezfees financial is regulated by the Central Bank of Ireland. Reg no 489026

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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