we work with ...
As a Financial Advisor for over 30-years, I have dealt with individuals across many disciplines, including highly accomplished professionals from many different industries in Cork.
These are bright, well-educated individuals who often have one thing in common; the lack of time.
Everyone wants to sort out their personal finances but no one has the time to take a step back and putting in place plans to build an investment portfolio, finally getting to grips with their pension plans or reviewing their financial protection provisions.
Perhaps you need a financial advisor who will help you identify your goals and build a plan to achieve those goals.
It's crucial to think about your future and plan your finances in a manner that allows you to build substantial wealth. After all, your money should work at least as hard as you do, if not more.
No matter what your financial goals are; whether it’s buying a new house or saving up for your children’s education everything requires prior planning.
How do you fund your children’s education? How would your family manage if you were no longer around? How do you teach your children the value of money? Can your finances cope with a growing family and help support ageing parents? Do you worry about becoming a burden on your family in later life?
When you become a parent, it changes everything. Your priority is to ensure your children’s future wellbeing and success and, if you have parents that also need your support, it’s easy to feel caught in the middle, at a time when your outgoings and the demands on your time are at their highest.
How would your family cope financially if you were no longer around? What happens if you could no longer work? Will you become a burden on your children if you go into long-term care? It’s difficult to contemplate no longer being able to support your family, but nobody has a crystal ball as to what the future will hold, which is why it’s important to talk to a Financial Broker and put provisions in place to support your family financially – whatever life may throw at you.
Financial Planning can help equip you for the challenges ahead, bringing you both clarity and peace of mind. We will take the time to understand your goals and priorities and then build a plan that will help ensure your family’s future is more secure, whatever surprises life throws at you.
We will work with you to protect your income and business, build a meaningful pension pot and maximise your savings and investment portfolios.