Products

Pensions

The benefits left to your family on death and the tax implications of the various options available if you get offered an enhanced transfer value.

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The main purpose of AVC’s is to bump up your pension benefits that your employer’s pension scheme is providing for you.

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An EPS is a type of defined contribution retirement savings plan in which individuals contribute to their pension funds.

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Self-employed pension plans are ideal retirement savings for a self-employed business owner or a sole trader.

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Directors Pension is a pension retirement plan designed to allow company directors and senior employees to save for retirement.

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An occupational pension is a type of pension scheme in which your employer automatically tops up the amount you pay into it each month.

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Previous Defined contribution pension plans are an excellent, tax-efficient way to save money for retirement by employed individuals.

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It is important to invest in a pension plan. However, this step alone is not sufficient for ensuring your secured financial future.

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Mortgages

Public Sector employees (Teachers, Nurses, Doctors, Guards, Army Officers, Civil Servants).

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Is now the time to switch to a 10 / 15 / 20 / 25 year fixed mortgage interest rate?

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We can you to compare all your mortgage options & help you get the best mortgage rates.

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Are you an Irish citizen working abroad  thinking about buying a dream home in your homeland?

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Buying your first home can be both an exciting and nerve-wracking experience.

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Protection

Mortgage protection is life insurance that pays off your mortgage in the event of your death.

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Pay for refreshment on your funeral day for your family and give yourself a good send off.

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Unsure if Serious Illness Protection is the right choice for you?

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One of the main benefits of Salary protection is that all monthly premiums qualify for tax…

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Income protections an insurance policy that pays a monthly replacement Income/income  …

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Taking out Life Insurance in your 50s can ensure that a lump sum of money is left to your loved…

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Are you a preoccupied working person who has yet to take action to safeguard your family …

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No parent or relative wishes to see their children issued with a hefty  CAT bill upon their death.

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Public Sector

The 3 main entitlements are broken down as follows: Pension Entitlements, Death-in-Service…

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Thenew single scheme commenced in 2013 for all new entrants into the public sector…

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All contributions into AVCs qualify for tax relief. This makes them a much more tax efficient…

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Savings And Investments

A Children’s College Education Savings Plan will help relieve some of the financial pressure of …

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Qualify for a larger mortgage loan than you will get with any local bank. Lowest interest rates…

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It is entirely up to you how much interaction you have with a financial service professional…

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Are you an investor looking to protect your money in a low-risk scheme?

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Children’s savings plans specifically tailors to mitigate and future gift/inheritance tax liability…

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t is one of the world’s most welcoming places for international business and foreign direct…

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You don’t deserve negative growth on your hard-earned savings. But this is bound to happen …

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Financial Planning Advice that is sound, Practical and achievable

Cash Flow Management

Managing your business’s finances responsibly so there’s enough cash to grow

Retirement Planning

Considering your financial circumstances and recommending solutions to maximize your pension pot

Investment Planning

Providing comprehensive advisory service on all aspects of personal and corporate tax

Financial Risk Management

Identifying financial risks, evaluating all possible remedies, and implementing on time

Insurance Planning

Comparing Irish insurance policies and finding the best one suited to financial needs

Tax Planning

Advising you on withdrawing pensions and investing in plans in a tax-efficient way

Get in touch for finance management solutions tailor - Made for you