So finally folks we have come to number 7. Hopefully, this has helped you understand more what a Financial Planner does?This list is not conclusive of course but we hope it has given you an understanding of how we help clients that engage with Lifestyle Financial Planning
What does a Financial Planner do? Day 6 of 7!
Life is NOT a dress rehearsal- this is it and it is NOW!We encourage our clients to live their best life when working through their Financial Plan!
What does a Financial Planner do? Day 5 of 7!
We incorporate your life goals into your financial plan, helping you create a ‘bucket-list’ with timescales so you can achieve your life ambitions. Life is a journey not a destination !Don’t wait until you retirement to enjoy life to the full!
What does a Financial Planner do? Day 4 of 7!
We help clients to understand the amount of investment return they need to maintain their desired lifestyle throughout their life. This may mean spending less now and investing for the future.We help clients to navigate the markets by putting investment strategies in place that are appropriate to you and align with your goals and aspirations.
What does a Financial Planner do? Day 3 of 7 !
We help clients think about they life they have now and their future goals and aspirations. We put you in control by creating your own Financial Plan – giving you the freedom to live you want and deserve !
What does a Financial Planner do? Day 2 of 7!
Part of a Financial Planner’s job is helping a client understand how much money they need for the rest of their life. Knowing how much is ‘your enough’ will give you the freedom to live a great life now! We come across three types of people when it comes to financial planning – those in […]
What does a Financial Planner do?
We often get asked what does a Financial Planner do? Rather than getting too technical, we decided to share an area where we help our Financial Planning Clients with every day this week – thats 7 areas we will be covering! No 1: We help our clients to understand their different expenditure requirements at […]
Happy Weekend !
We are all looking forward to the coming Bank Holiday weekend and the start of the Summer festivals! As well as a break from the office 😊. Here in Limerick the May Bank Holiday weekend promises lots of fun and excitement as the Riverfest kicks off. This year marks the 20th anniversary of the […]
Did you know you can buy a Property using your Pension Fund?
As we all know the Irish are obsessed with owning property!. You may be one of the many whom would like to buy a second property. Did you know that you can use your pension fund to buy a property and earn an income. It is a very complex area and not without its risks, […]
Employee Appreciation Day 1st March 2024
Had a lovely lunch at The Clayton Hotel here by the river on Friday 1st March in recognition of our hardworking team on Employee Appreciation Day. This year we have lots to celebrate! Not only do we have wonderful employees who are dedicated to bringing our clients a top-class service but this year is even […]
