A Financial Review is a full check up of all your financial outgoings the purpose of which is to ensure that you are spending no more than necessary and getting the best value for your money.
Whatever your financial objectives, we can discuss them with you and then deliver a plan to help you achieve them. Everyone’s needs are different, so your review will focus on what’s important to you.
What will your Review cover?
-
- Income – first we look at your total household income.
- Security – we check if you have cover in place to protect you and your family for loss of regular income due to death or serious illness.
- Savings and Investments – we can help you select the right mix so that your money is put to work and available when you need it most.
- Retirement – we look at your retirement plans and how much you need to save.
What documents do I need in order to avail of a Financial Review? Any existing financial documents such as bank statements, mortgage statements, life protection policies, home, health insurance policy documents together with any insurance documents.
How much does it cost ? Not having a Financial Review could cost you thousands. Most reviews lead to substantial savings. Your first appointment is FREE and a detailed account will be provided to you at this meeting.
You will receive a personalised report outlining the details of the discussion and the recommendations made at the meeting. You can choose to act on the recommendations straight away, or make plans for later. You’re in control
How long will it take? Your first meeting will take approximately 1 hour and your second should take approximately 45 minutes. Don’t delay –call 091 586500 and make your FREE appointment today.
