Financial Planning
Whether you need help with pensions, investing for a future need such as third level education, protecting your family from the death or illness of an earner or any other financial issue, we can help you to do it optimally by taking a holistic approach to your finances.
- You may be starting out on your financial journey and want to set your finances up optimally.
- Maybe you are further along the road and you want to know when you can retire.
- Maybe you have decided to retire and you need advice on how to use your pensions and investment to provide an income for your retirement and how much that income will be.
One of the tools we use to provide objective driven financial planning advice is cashflow modelling. Using this process we can show you your future financial trajectory and how it changes if you make certain changes. You can read more about this here.
Our recent article in The Sunday Times illustrates the benefits of Holistic Financial Planning.
How We Do Financial Planning
We can help you to determine if you are on course to achieve your financial objectives, show you how to structure your finances in order to get there, and then assist you in the journey to achieving that. If you have a question on any financial issue we can answer it without jargon or unnecessary complexity.
If you get to a situation where the projections show that you have sufficient resources to achieve your objectives, this will afford you the freedom to make choices which you wouldn’t otherwise be aware that you had.
Many people who approach us for help tell us that they feel that what they have been getting is sales, and they want advice. Talk to us today about real financial planning.
CONTACT US FOR A FREE NO-OBLIGATION CHAT
The material and information contained on this website is for general information purposes only. Neither the writer nor Highfield Financial Planning Ltd makes any warranty as to the completeness, accuracy or reliability of the information or the suitability or availability of products or services, referred to on the website, for any purpose. You should not rely on any information contained on this website as a basis for making any financial, legal, taxation or other decision. The information presented does not include all the considerations which are relevant to the topic discussed as to do so would render it un-readable. When considering any financial issue you should seek the advice of a suitably qualified adviser.
BOOK A FREE NO-OBLIGATION CHAT
The material and information contained on this website is for general information purposes only. Neither the writer nor Highfield Financial Planning Ltd makes any warranty as to the completeness, accuracy or reliability of the information or the suitability or availability of products or services, referred to on the website, for any purpose. You should not rely on any information contained on this website as a basis for making any financial, legal, taxation or other decision. The information presented does not include all the considerations which are relevant to the topic discussed as to do so would render it un-readable. When considering any financial issue you should seek the advice of a suitably qualified adviser.
Highfield Financial Planning in the Media
About Highfield Financial Planning
We provide superior advice on Financial Planning services to business owners, professionals and their families. The principal of the firm Eoghan Gavigan has over 29 years’ experience in banking and finance across Treasury, Lending and Wealth Management and is a Qualified Financial Adviser (QFA) and a Certified Financial Planner (CFP). The CFP qualification is the world’s most respected industry designation, held by only a select number of advisers. As Specialist Investment Advisers we can provide you with detailed investment advice on your pensions and investments.
We want you to be comfortable in your dealings with us. We provide a number of suggestions here for ways that you may be able to obtain comfort that we are the right Financial Planner for you.
Our Process
Why We Changed Our Business To Focus On Financial Planning
Having been involved in Financial Services for over 29 years our experience is that most people feel that they aren’t well served by the traditional financial advice model. Commission based sales creates a huge conflict of interest as in order for a financial adviser to be paid for his work he must sell you a financial product.
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