Personal & Home

Mortgage Broker Ireland

Mortgage Brokers

We are a Mortgage Brokerage and have agencies with all of the main Pillar banks along with the main alternative lenders such as Finance Ireland, ICS etc. We can ensure that you get the best deal available to you... with no exceptions!

Serious illness, income protection, savings and investments, mortgages, buy to let mortgages, pensions

Buy to Let Mortgage

A buy to let mortgage is where a property is bought for the purpose of renting it out to tenants. This property cannot be your principle, private residence.

Insurance Broker

Insurance Brokers

As Insurance brokers we are authorized and obligated by the Central Bank of Ireland to give best advice to our customer in relation to Life Insurance, Mortgage protection, Serious Illness, Income protection and other insurance related products.

Serious illness, income protection, savings and investments, mortgages, buy to let mortgages, pensions

Serious Illness

Serious illness policies provide you with a tax-free lump sum in the event of you being diagnosed with one of the specified serious illnesses covered on your policy. There are over 50 specified illnesses covered and partial payouts for over 20 specified illnesses.

Life Cover

Life cover pays out either a lump sum or an income in the event of your death. Life Cover is purchased by indiiduals who want their family to receive a lump sum of money if they die prematurely. The money can be used to ease the financial burden on a family after bereavement.

we can give you the advice you need to comfortably pay your bills, save on a consistent basis, develop good spending habits, and more.

Savings & Investment

With saving and investment plans you can save regularly or invest a once-off lump sum. With bank interest rates at an all-time low, it is more important now than ever to ensure you are making the most of your money and planning for your future spending needs.

Serious illness, income protection, savings and investments, mortgages, buy to let mortgages, pensions

Income Protection

Income protection is a simple, tax efficient and inexpensive plan that provides you with a source of income if you are unfortunate enough to be out of work because of an illness and suffer a loss of earnings as a result of any disability, any injury or any accident.

private sector employee, Investment Planning , Financial Advisor

Budget Management

If you are someone who is struggling with managing your money, either as an employee, sole trader or business owner, Our Money Maximiser system will help you get out of this rut and start getting ahead in life.

Employment & Pensions

Serious illness, income protection, savings and investments, mortgages, buy to let mortgages, pensions

Pensions

A pension is a long-term savings plan for your retirement. Unlike a regular savings account, money invested in your pension can earn important tax breaks. When you retire, and look to access to your fund, the benefits can be drawn down in a tax efficient way. The earlier you start your pension, the cheaper it is for you to provide the income you want in retirement.

budget, budget course, budget management, budget app, money budgeting

Overseas Pension Transfers

Many Irish residents that worked for over a 5 year period in a foreign country in a full time position leave behind a sizeable pension in that country. Legislation changes over the past few years have meant that a large number of these pensions can now be transferred with their owners in one lump sum once they leave this employment.

Previous Pension Advice

If you have previously worked in a company(s) that offered a pension as part of their employment package and either you, your company or both parties contributed into this pension for over a 2 year period, then you may have a accumulated a considerable pot of money.

Income protection is a simple, tax efficient and inexpensive plan that provides you with a source of income .

Redundancy Advice

If you have recently been offered a redundancy package from your employer and are considering taking it, it is very important for you to educate yourself and understand all of the options available to you in relation to how you accept this redundancy package.


Additional Voluntary Contributions (AVCs)

AVC’s are a simple and tax efficient way of saving for your retirement. They are extra contributions made to increase your pension.The main advantage of AVC’s is that the employee gets income tax relief on contributions into an AVC

Public Sector AVCs

Public Sector AVCs

AVC’s are a simple and tax efficient way of saving for your retirement. They are extra contributions made to increase your pension.The main advantage of AVC’s is that the employee gets income tax relief on contributions into an AVC

teacher, nurse, doctor, garda, principal, government jobs, public sector jobs, council jobs, medical jobs, lecturer, teaching assistant

Public Sector Superannuation Advice

Superannuation is the name given to the benefits and entitlements that public sector workers are entitled to.


Corporate

education and retirement seminars

Education & Retirement Seminars

With this service, we provide ‘Education and Training Seminars’ for employees on a wide range of topics. Senior management can decide on these topics prior to the seminar.

Corporate Financial Wellness

Corporate Financial Wellness Program

This is a service that we offer to companies who wish to promote financial wellness in the workplace. Each Wellness Program can be tailored for each individual company, depending on the size of the workforce and budget available. There are a variety of areas we cover in this wellness service.

Business & Startup

business loan, sme finance, small business loans, business finance, business funding, sme funding

SME Funding Advice

All businesses at some point in their life cycle will require funding. Whether you need funding to fit out your premises, hire plant and machinery, employ sales staff, improve cashflow, purchase a premises or improve your existing business through mergers and acquisitions there are funding options available to you. The different types of funding options are listed below.