Why Engage in Financial Planning?
Are you unhappy with progress towards your financial goals? Do you have a good income but little to show for it? Have you been procrastinating regarding Retirement Planning, funding for children’s third level education or accumulating funds for a specific purpose? Maybe you’ve been doing all these things in piecemeal fashion but have no overall cohesive plan?
Many people who approach us for financial planning services tell us that they feel that what they have been getting is sales, and they want advice. Our most successful clients use Financial Planning to manage their finances and accumulate wealth. Studies have shown that people who engage in Financial Planning are more on track with their financial affairs and have higher net worths.
Who Is Financial Planning Suitable For?
- You own your own home or are planning to purchase a home soon
- You have surplus income (although you may well feel that it is not being used optimally)
- You may have financial products (pensions, life assurance, investments etc) but they were sold to you by someone who had a target to achieve
- You are interested in developing a cohesive plan to achieve your financial objectives
Our Process
Want to hear more?
Make contact today and we’ll tell you more about the kind of work we do.
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