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Financial Planning

We all have different financial goals depending on your lifestyle.
The success of acheiving your goals depends on the plan.

We’ll take care of it for you.

Your Team

Building a Solid Financial Plan.

Whether you’ve got married, recently had a child, want to leave behind a legacy or simply realised you’re not where you should be financially in life right now, we work with you to create a financial plan that’s built around your goals, your life and your family. 

Your early career and financial decisions can have a significantly negative impact on your path to financial wellness. 

Setting a solid financial plan in place now with specific goals and milestones will ensure you are where you need to be later in life.

Our Partners

The Financial Planning Process

Stage 1 - Gathering Information

We get to know you, your financial goals, when you want to meet your goals & collect some financial information.

Stage 2 - Analysis

Our qualified experts will analyze your financial circumstances to identify opportunities to organise spending, saving or investing whilst also identifying any possibilities of financial gaps or issues in future based on current data.

Stage 3 - The Financial Plan

The next stage in the process is to show you what you can expect if you accept our recommendations. We will outline a clear financial plan with easy to understand visuals, outlining your financial plan’s growth and milestones for the future and explain it all without any financial jargon. 

Stage 4 - Implementation

When everything is agreed and organised and you’re confident in your plan, we put the plan into action.

Stage 4 - Progress

We will then track and monitor your Financial Plans progress, reviewing it when necessary to ensure your goals will be met. We’ll always only be as involved as you want us to be and will work around your busy schedule. Times that would require a review would be life events such as getting married, having more children; any time that your financial goals might be altered.

Book a consultation

Our Services

Financial Planning

  • Fact find & assessment of your current financial circumstances.
  • Set short & long term goals.
  • Analysis & Projections of your financial plan.
  • Manage spending and saving.
  • Protect your current household income.
  • Grow your wealth with a full financial plan.
  • Access to Financial Planning team.

Savings & Investments

  • Fact find & investment advice.
  • Investment options including ethical investment opportunities.
  • Provider & fund recommendations.
  • Setup & policy activation.
  • Ongoing management of plans.
  • Fund updates and check-ins available.
  • Access to expert Investment team.

Protection

  • Fact find & review of your current protection policies or needs.
  • Life Insurance.
  • Mortgage Protection.
  • Income Protection.
  • Serious Illness Protection.
  • Whole of Life Insurance.
  • Cancer Cover.
  • Multi Claim Protection Cover.
  • Access to expert Protection team.

Retirement Planning

  • Fact find & review of your retirement plan.
  • Tax relief available on all contributions of up to 40%.
  • Comparison of any current pension policies.
  • Fund recommendations.
  • All providers compared.
  • Fund updates and check-ins available.
  • Access to expert Pension team.

Mortgages

  • Fact find & assessment of Mortgage objective.
  • Compare Mortgages from multiple lenders.
  • Recommend suitable lender to start your Mortgage or switch.
  • Switchers could save up to €60,000+ in overpaid interest*
  • Banks give one choice, we give multiple choices from multiple banks & lenders.
  • Fully Online Mortgage system.
  • Access to expert Mortgage team.

Your trustedexpert financial planning partner

Building a strong relationship with our clients throughout their lifetime is our core value. We believe it is essential for every aspect of a clients financial outgoings be managed from mortgages, protection to investments. This ensures the clients financial goals can be met efficiently.

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Contact Info

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.