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Independent Financial Advice

Independent Financial Advice

Although there are many products and investment opportunities available today, very little formal management of these resources take place. Most individuals concentrate on WHAT they invest in e.g. property, shares, cash etc as opposed to HOW the investment is structured. For example an individual may shop around for an extra 0.5% or €500 on an €100,000 investment not realising that he or she could have saved up to €47,000 in income tax and levies by structuring that same investment through their retirement plan.

As an independent non-commission advisor, we can offer completely impartial advice. In addition, with the current downturn in the economy, people are becoming more aware of the cost of NOT managing their finances and need help in structuring their resources in as tax effective manner as possible.

If you can identify with any of the issues below, give us a call and we can help

  • Financial health check: Who can provide me with fully independent fee based non-commission advice?
  • Retirement planning and Pensions: I am retiring in 5 years, is it true that I can get 1.5 times my salary tax free?
  • How much life cover do I need?

Other indicators where people will need advice are as follows:

  • Over 300,000 people now own Foreign properties.
  • There are over 345,000 entrepreneurs in Ireland over half of which do not have a pension.
  • Currently 10,000 people a year are filing for divorce in Ireland.

Irish people like face to face advice and are increasingly turning to qualified advisors to help them manage their wealth.