Financial Health Check is a brand new concept designed to review your finances, identifying areas that need attention so you can structure your finances to protect you and your family against potential financial difficulties.
We are fully Qualified Financial Advisors (QFA) and Fellows of the Life Insurance Association of Ireland (FLIA), we also have several other professional financial qualifications such as Diploma in Property Investment and Lending, Certificate in Mortgage Practice, and Certificate in General Insurance. We are currently studying for a Pensions Diploma in 2010.
When completed, you will have a very good understanding of all areas of your finances and we can help you understand issues that may not otherwise have come to your attention. We will help analyse the different financial products you have to ensure they meet your current specific requirements.
As the economy shifts, so does our priorities. When things are good we tend to consider products that will help us accumulate wealth, when they are bad we tend to look to insurance products to protect us financially. What we had on our mind a few years ago, may no longer be important. Your circumstances may have changed. The person that was single, aged 29 that had no responsibilities (mortgage or children), might now be aged 35 with a mortgage, possibly children, perhaps married and their financial priorities will differ greatly in a short time and that's where we can help advise on what may be best for you now.
When we finish you will receive a Free Personalised Financial Planning Report outlining all the areas you want covered from some of the most qualified financial advisors in Ireland. The report will explain what you have, have not and are recommended to have.
You will get access to the best deals on the market, while also showing you the most relevant product that suits you, saving you time and money!
You will get more for your money, through maximising the return on your savings, investments and retirement savings, strengthening your finances.
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