We offer a comprehensive range of Savings and Investment services. Please contact us today for independent and impartial financial advice.
What if your income stopped yesterday? What would you do today?
Your income is your most valuable asset yet it is the least likely to be insured. Without insurance, how would you continue to pay your bills? We can arrange this valuable cover and ensure you get the best value price for your protection.
Why Protect your Income?
Do you realise that 1 in 6 of Irish workers will be out of work due to sickness or disability for more than 6 months over the course of their working life? (Source : Friends First)
As a result it is more important than ever to think about where your income will come from when you retire. With the current State pension at just €230.30 per week for a single person, it is essential that you start saving for retirement as early as possible as the longer you leave it the more you will have to save to secure an adequate retirement income.
- Whether it is a lump sum you have to invest or you want to save on a monthly basis, we offer a full range of options.
- An in-depth understanding of clients’ investment objectives, risk profile, time frame and overall financial structure is the foundation of our investment approach
- For once off investments we will recommend a portfolio of funds, aligned with the level of risk, if any, you wish to take.
- If you are looking for Capital Guarantees we have a range of options in this area also.
- We can also offer similar funds for investment of savings. We will recommend a package to suit your personal circumstances and needs.
- For Life Assurance, Investment, Savings & Pension Companies we have agencies with – Aviva, Zurich, Irish Life, Zurich and Royal London.
- For Accident & Sickness, Medical Cash, Personal Accident and Income Cash Plans with have agencies with – Hive Insurance