- How can you help protect yourself and your family financially should your income be affected in the event of illness or injury?
- How can you plan for events in the future, like your children going to college or your retirement?
Finding the answers to these questions can be daunting. Financial planning helps to give you peace of mind and helps you take care of the things that matter.
Irish Life Financial Services is an insurance intermediary that can offer you a free of charge, full financial review. This can be done online or over the phone at a time and place that suits you, with one of their Qualified Financial Advisers, taking just 45-60 minutes of your time.
There is no obligation to purchase and all information you give to them is private and confidential. At the click of a button, a qualified financial adviser can help you by looking at all areas of your finances, including:
- Protecting your income for you and your loved ones
- Planning for your retirement, and
- Your saving and investment goals.
The review step-by-step
1. Find out about you
2. Identify your needs
3. Agree your priorities
4. Consider your options
You will get a personalised report detailing your current financial status and options to consider, including the steps needed to help protect you and your family, and how to plan ahead for the future. Then it’s up to you to decide what to do next.
Any products recommended by Irish Life Financial Services will be from Irish Life Assurance, one of Ireland’s leading life and pension providers.
To find out more about Protection, Pension, Savings & Investments products from Irish Life Assurance, please click here.
Irish Life Financial Services have a team of financial advisers ready to help get you started with your financial planning. Why not take the first steps in Financial Planning with Irish Life Financial Services?
They just need a few basic contact details from you to get started.
Irish Life Financial Services is tied to Irish Life Assurance for life and pensions.
Irish Life Financial Services Limited is regulated by the Central Bank of Ireland.
Irish Life Assurance plc is regulated by the Central Bank of Ireland.