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Pension Consultation

Book a Pension Consultation

Cost: 1 hour@ €100

Our expert advisors will craft a personalized pension plan to safeguard your future and preserve your wealth.

We'll navigate the market to identify the optimal options, allowing you to unwind and embrace a retirement free from financial worries

What We Offer:

  • Comprehensive review of your current financial situation.
  • Assessment of your risk profile through a detailed risk appetite questionnaire.
  • Tailored fund recommendations based on your preferences and objectives.
  • Option for single or joint consultations (joint consultation available for an additional €50).
  • Receive a full plan delivered via email after the consultation.

Consultations, whether individual or with a partner, are one hour long.

Take the initial step toward securing your future. Let's start the conversation.

Book A Consultation Below

David Kelleher Financial Services - Life Assurance - Pensions - Savings - Investments - Cork
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