Financial Planning in Ireland

We all have different financial goals depending on our lifestyles.

Achieving your goals depends on the quality and efficiency of your financial plan.

Let our award-winning advisors take care of it for you.

What is Financial Planning?

Financial planning is a way to set and reach your money goals, whether for yourself or a business. It helps you look at what you have now, figure out what you’ll need later, and make a plan to manage your money. This includes saving, investing, budgeting, and planning for retirement. The main goal is to grow your wealth and keep your finances stable so you’re ready for the future. With guidance and smart strategies, financial planning lets you make good choices about your money, helping you feel secure and in control.

The Financial Planning Process:

The financial planning process begins with an enquiry, where you reach out to one of our Expert Financial Advisors, expressing your interest and need for their services. Following this, a discovery call is scheduled, which is essentially a deep-dive conversation where the Advisor gets to know you, your financial situation, your goals, and your concerns.

This understanding forms the backbone of the planning phase, where tools like cash flow modellers are employed to map out various financial scenarios, helping you visualize different strategies and their outcomes. Once a plan is crafted, it’s not set in stone; regular reviews allow you to adjust your strategy in response to life changes or shifts in financial goals. The key is to stick with it, making consistent, informed decisions that align with your evolving financial landscape, ensuring that your plan remains a dynamic tool guiding you toward your financial objectives.

Quote or Appointment

Our quote application will gather vital information to match you with a financial planner who meets your unique requirements.

Discovery Call

To set the goals and discuss your current financial situation including risk assessment and the impact this can have on your finances.

Plan Implementation

We will present and explain your financial plan using our state-of-the-art software, allowing you to visualise your current financial situation. 

Review and Adjustments

Regularly reviewing and adjusting your financial plan is crucial to ensure it remains aligned with your changing life circumstances, goals, and financial market dynamics.

Would you like to speak to an advisor?

Our award winning team is always here to help you,.

What should you expect from a
Financial Planning Appointment?

1. Assess your current situation

When you have a financial planning appointment, expect to discuss your current financial situation and your future goals. The Advisor will ask about your income, expenses, debts, and any savings or investments you have.

2. Create a Plan

Together, you’ll make a plan that might include setting a budget, finding ways to save more money, and deciding where to invest to help your money grow. The goal is to create a clear path for you to follow to achieve financial stability and meet your future needs. This meeting is a great chance to ask questions and get advice tailored to your unique financial situation.

3. Ensure you are covered

Also, the advisor will explain to you how a protection package can ensure you are covered against unexpected events, keeping you on track with your financial plans and moving you closer to achieving your dreams.

Cashflow Planning

We use state-of-the-art tools, like Cashflow to help you visualize and monitor your monthly income and expenses, giving you a clear picture of your financial activity. It can also process multiple proposed solutions to meet your short and long-term financial goals.Watch this video to see how this powerful tool can assist you in reaching your financial goals, even when life circumstances change.

Why choose LowQuotes.ie as your financial partner?

Choose us as your financial partner and enjoy the best options the market has to offer.

We work with every lender and provider out there to make sure you get top-notch financial solutions. Our team includes award-winning experts with over 35 years of experience, and we’re proud of our 1,000+ five-star Google reviews. Our advanced software helps us create personalized plans that fit your unique situation perfectly.

Our goal is simple: to go beyond what you expect and build lasting relationships. We value clear communication, honesty, and integrity, always putting your needs first to help you on your journey to financial freedom.

Google Reviews

LowQuotes.ie
4.9
Based on 1145 reviews
Michael F.
Michael F.
Bernadine Day was brilliant to deal with, she made the whole process so much easier. I would 100% recommend dealing with her to anyone. She was professional, friendly and had an absolute wealth of knowledge and guidance for every phase of the process.
David M.
David M.
I had the pleasure of working with Courtney for my mortgage protection cover, and I couldn't be happier with the experience. She was incredibly professional, helpful, and super efficient in handling everything. Highly recommend Lowquotes to anyone in need of mortgage protection cover.
Joan C.
Joan C.
Really friendly and knowledgeable people, made the business of understanding health insurance easy, it's pretty complicated trying to do this yourself. I felt our needs were listened too and the best policy for us was explained very well, together with alternative options if we wanted. Super priced policies.
John D Campbell Painting & D.
John D Campbell Painting & D.
Very helpful
emma H.
emma H.
Ross was extremely helpful and accommodating to deal with. Arranged calls with both my partner and I with times that suited us. Very thorough and explained everything to us. Will be recommending to others.
Natalie S.
Natalie S.
Claire was amazing, friendly and professional from start to finish, with no pressure to buy. She provided information on all of the products so we understand exactly what is covered. The cover is now much more appropriate for what we need with a bit of a saving. Everything was dealt with efficiently and effectively and I have a lot more peace of mind.
Vipula T.
Vipula T.
Great help provided
Jason D.
Jason D.
Very detailed explanation and quotation
stephen S.
stephen S.
Excellent customer service by Seamus. Real gentleman and spent a lot of time helping and supporting my request.Highly rate Seamus!
Arunkumar R
Arunkumar R
I got Lowquotes.ie recommended by one of my friend for the mortgage protection. It was a great and smooth experience to deal with. I worked with advisor Richie during the process he explained everything in detail and also what i would be expecting and helped me to choose the right product based on our need. I would be always happy to work with them for all the future needs. Thanks again for the great work and keep up your great work Richie.
Regulo Antonio S.
Regulo Antonio S.
A huge thanks to Seamus Phelan for being super friendly and incredibly helpful throughout the process of getting mortgage protection insurance. He patiently guided me through everything and made sure I understood all the options before making any decisions. If you need life or mortgage protection insurance, I highly recommend reaching out to Seamus.
Olamide O.
Olamide O.
We highly recommend Bernadine Day of Mortgage Assist. Over the past two years, she has been incredibly patient and dedicated, guiding us through the mortgage process with expertise and care. Her professionalism and genuine concern for my financial well-being made a complex journey manageable. If you need a mortgage adviser who will go above and beyond, Mortgage Assist is the one to choose & Bernadine will get you sorted.
Katherine M.
Katherine M.
I dealt with Richard when trying to source mortgage protection, he was very patient and lovely to deal with over the phone very helpful. Highly recommend
Avril G.
Avril G.
CORMAC WAS VERY HELPFUL AND INFORMATIVE WITH THE INFORMATION AND PACKAGES TO SUIT MY NEEDS. HE WAS BOTH HELPFUL, POLITE AND VERY PATIENT AT ALL TIMES. I WOULD RECOMMEND CORMAC FROM LOW QUOTES TO ANYONE WHO NEEDS THE CORRECT INFORMATION/PACKAGE REGARDING THEIR LIFE INSURANCE OR ANY OTHER FINANCIAL ADVICE.
Daniel B.
Daniel B.
Cormac logue was a gentleman on the phone explaining everything perfectly and couldn't be more helpful
Lorna L.
Lorna L.
Absolutely incredible support from Cormac in LowQuotes.ie who helped me get insurance cover in place. It was my first time using this company and I will definitely be using them again in future. Cormac did everything from checking with underwriters to calling me when he said he would and gave me great peace of mind that I had the correct cover in place. He also knew that there was some urgency in getting my cover in place so he treated it with the highest of priorities. I am extremely impressed and a very happy customer.
Oisín B.
Oisín B.
Cormac Logue was very helpful with selecting the right mortgage provider for us
Patrick T.
Patrick T.
Great company to deal with. A special thanks to Colin Bailey for all his help in quickly sorting our life assurance. Colin was very friendly and extremely helpful in explaining all our options and organised cover in a matter of minutes over the phone. He took all the hassle out of arranging cover. Would highly recommend Colin and Low Quotes to anyone.
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Have a Protection Package in place and boost your Financial Plan in every stage of your life!

Gain immediate access to our comprehensive Protection Package Guide, designed to enhance your financial plan and help you achieve your goals. This guide offers vital tips, step-by-step instructions, and essential strategies for securing your financial future. Don’t wait, download now and start building a stronger financial foundation!

Your journey towards financial freedom starts here!

After you download your guide, one of our expert Financial Advisors will be in touch shortly to provide you with guidance and further relevant information to build you a customised financial plan.

Get all your questions answered by a Financial Advisor.

Meet our Team of Expert Advisors

Your Questions Answered

Think of a financial plan as your GPS in the world of money. Whether you’re saving for a car, planning a big trip, or just wanting to manage your bills better, having a plan helps you get where you want to go without unnecessary detours.

The best time to start was yesterday, and the second-best time is now! It’s never too early or too late to get your finances in order. Starting young gives you a fantastic head start, but making a plan at any age can help improve your financial well-being.

You can definitely start on your own by setting goals and budgeting. However, chatting with one of our financial advisors can be a game-changer for more complex things like investments, retirement planning, or tax strategies. We can offer tailored advice and insights you might not have considered.

 

Life changes, and so should your financial plan. A good rule of thumb is to give it a once-over annually or after significant life events (think marriage, baby, new job). This way, you can adjust your plan to stay on track with your goals.

A financial plan considers the big picture. It covers income, expenses, savings, investments, debt management, insurance needs, retirement planning, and any other financial goals. Think of it as a comprehensive roadmap for your financial future.

Got more questions? Don’t hesitate to reach out to us for tailored financial advice. 

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Career opportunities at LowQuotes.

Here at LowQuotes, we want to ensure that our customers achieve all their financial goals, no matter what stage of life they are at.  If you have a passion for connecting with people and aspire to thrive in a culture built on trust, integrity, dedication, and excellence, this could be the perfect fit. 

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Coronavirus Covid 19 Information

We would like to assure our customers that although this Worldwide Pandemic has struck our Nation hard, we are still here for our new and existing customers. All phone calls and emails will be dealt with accordingly.

In the unfortunate circumstance that a customer contracts COVID-19 and dies, our life policies would pay out in line with our usual claims philosophy.

All Consultations will be held by Phone or Online via Computer/Smart Device to remove face-to-face interactions and keeping in line with social distancing guidelines recommended by the Government.

We at Lowquotes.ie hope you, your family and your loved ones stay safe & healthy in this time.