Pension or Investment Consultation
Cost: 1 hour@ €100
Make your money work harder for you. Baffled and confused? We speak your language. Jargon free straightforward approach to Retirement Planning, Saving, and investing. Whether you're looking to build wealth, fund future financial goals, create retirement income or simply preserve wealth for the next generation we will take you through it all in a simple easy to understand way designed to make your money work smarter and earn more money for you.
Pension Consultation
- Review old/current pension plan.
- Additional Voluntary Contributions (AVCs)
- Personal Pensions
- PRSA’S
- Company/Executive Pensions
- Explain how you will draw money out of your plan at retirement.
- Single or joint consult (joint consult plus €50)
- Full plan provided via email after consultation.
Investment Consultation
- Review of your current situation.
- Understand and assess your current investment strategy!
- Understand your risk profile.
- Risk appetite questionnaire.
- Fund recommendations.
- Single or joint consult (joint consult plus €50)
- Full plan provided via email after consultation.