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Your family is different from every other family.
Your business is different from every other business.

So why should you have a broker
that's the same as every other broker?

Consultancy Options

What Consult is best for me? We would recommend the Full Financial Planning Consult or get my life sorted consult 😊 We can then get a full picture HOWEVER if you only want one aspect looked at you can choose from one of our other offerings.

Full Financial Planning Consultation

(Affectionately Known as Get My Life Sorted)

Imagine your life is a big pizza. Financial planning is like carefully slicing that pizza to make sure you have enough cheese for every bite and don't end up with an empty crust. First, you need to figure out how big of a pizza you want.

Protection Consultation

Protecting your lifestyle! If your lifestyle is important to you, it’s worth thinking about how to protect it.

Identify if you are under or over Insured.

Income, life or mortgage…it is mind boggling sometimes! Jargon free straightforward approach to protecting what matters most.

Pension/Investment Consultation

Make your money work harder for you.

Baffled and confused? We speak your language.

Jargon free straightforward approach to retirement and Saving and Investing.

 

Teacher's Pension/Salary Protection review

This is the one for you if you're currently paying into a Salary Protection and or Avc or just wondering how your pension works or you simply want to know when you can retire!

Teachers Pensions

Teachers Pensions, everything you need to know about your pension. Bottom Line the Department of Education or ETB want 40 years’ service from you, it is also capped at 40 years!

Income
Protection

Life
Cover

Pension
Services

Income
Protection

Life
Cover

Pension
Services

Have you ever considered what would happen if you got sick or injured and could not work? Could you run your house on the state benefits (if you...
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Help protect your family's financial future. Insure your most precious asset, your own life. You work hard to keep your family happy, healthy and secure. But what...
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Saving for retirement is important. People are living longer and leading more active lives in retirement. As a result, it is more important than ever for you to think about...
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Critical
Illness

Personal
Savings

Investments

You probably consider dying to be one of the biggest risks you'll face. And to protect your family you might have life insurance in place. If you do, it's a great...
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Whether you intend to save regularly or have a lump sum to invest, we have lots of sensible options to choose from. To help you make the best choices for...
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Investing a lump sum is a great option if you want an opportunity to grow your money over time. We offer access to funds with varying levels of risk and return...
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