Life events to consider a
Financial Plan for
For a mortgage
Whether it’s your first home, holiday home or part of your retirement plan.. Everyone will need to have a plan in place when it comes to getting mortgage ready. Our visual aids can simulate potential savings plans, income(s) & outgoings to show you exactly when you will be ready (and how).
For your wedding or a child’s wedding
The average cost of a wedding in Ireland is €21,000. It is common these days that the cost of a wedding for a child is shared between both sets of parents and the happy couple. If you have more than one child, this could be a very expensive time in your life.
Cost of education
A lot of children after University or college can be left with large debts alongside their degree, where they have taken out student loans to cover fees or even the parent taking out a loan. The average cost of putting a child through third level education is €58,212 with student accomodation and €48,436 with rented accomodation. It stands at €24,712 while still living at home, which is still a hefty fee to cover.
Special Occasion Fund
Some key life events such as a childs 21st birthday or your 30th wedding anniversary, you may wish to plan something special for. Such as a dream holiday to America for your anniversary or a new car for your childs 21st. Having a smart savings plan in place rather than saving in a bank will ensure your fund will grow over time.
All businesses big and small go through tough times, especially in the early years. This could cause you to use personal funds to help your business, in turn this can put pressure on family life. A solid financial plan can help you create a better future for you and your loved ones and ease that uncertainty around your finances.
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Building a strong relationship with our clients throughout their lifetime is our core value.
We believe it’s essential for every aspect of a clients financial outgoings be planned & managed carefully such as cashflow, mortgages, protection, retirement & investments.
This ensures a clients financial goals can be effectively met.
If you have a specific requirement in mind – we also have specialist advisors in each financial product willing to assist you.