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Keep your financial goals on track with an annual financial review

Most of us are pretty familiar with goal setting. Whether it’s losing a little weight, working towards a promotion or building a new house, the easiest way to reach our goals is to break them down into small, bite-sized pieces that are realistic, achievable and timely.

Reaching financial goals is no different yet most people don’t approach their finances in the same way they might approach other goals in life.

At Hennelly Finance, we understand money and finances can easily scare people, particularly during a cost-of-living crisis. However, fear can cause more damage than good, preventing positive action that can not only help manage your costs now, as well as planning for a comfortable retirement in the future.

Embracing the future with your financial advisor

A financial advisor can help you simplify your finances and achieve the big things in life that are important to you.

Financial advisors help clients reach a range of financial goals including:
• having enough money to retire at a certain age;
• paying off personal loans, credit cards and/or a mortgage;
• managing an investment that which provides a return in alignment with expectations of risk;
• reducing taxes;
• saving for an investment;
• the development of an educational fund for children or grandchildren;
• saving for a holiday or a family wedding;
• passing a business on to next of kin;
• exiting a business;
• taking long term care of a disabled child or sibling; and
• making charitable donations.

How does financial planning work?

Your financial planner will sit down with you and take some time to understanding your current position, as well as your hopes and goals for the future.

They will then review the current state of your finances and give you a set of recommendations to put you on the path towards achieving what’s important to you.

Reviewing your finances should be an annual event.

Life has a way of throwing curve balls at us and changes to our work situations, marital and family status, tax and legislation among other things have the potential to knock us off course.

With proper reviews and monitoring of your financial situation your financial advisor can help you manage change and even identify opportunities that help you reach your goals sooner.

Make an appointment for your free financial review now.

Why not meet us at our financial services hub in Barna, Galway or let us know a time and place that suits you; simply email us now or telephone 091 586500 to make an appointment for your financial review.

 

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Where we are

Insurance Brokers & Financial Consultants,
Unit 3B, Tí Phuirséil,
Barna, Co. Galway.
H91 AF1W

Opening Hours

Monday - Thursday: 9am -5pm
Friday: 9am - 4pm
Appointments available outside normal working hours upon request.

Compilance

Hennelly Financial Services Ltd. t/a Hennelly Finance & Health Insurance Shop is regulated by the Central Bank of Ireland. Directors H. Hennelly, R. Hennelly. Registered in Ireland, Company Reg No: 32727.
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