1 To 1 Financial Coaching > Senior Executive Financial Planning
Executive Financial Coaching
Start with executive coaching to put you in the best possible position financially.
Executive Financial Coaching & advice.
Managing your money & wealth doesn't need to be difficult. At Financial Health we can help and advise you every step of the way; from creating and setting financial goals to investing your savings and protecting your income.
Our Financial Coach will make sure you're in the best possible financial position by delivering independent, strategic and coordinated financial advice in a planned and time efficient manner.
Who is this service for?
Our Financial Coaching service is primarily designed for Directors and Senior Executives. We know that senior people often struggle to find the time and expertise required to organise their own finances, leading to disorganised financial plans.
We have great experience at prioritising objectives with senior executives and agreeing on strategy via a personalised financial plan which takes into account employment income and personal wealth.
Our Financial Coaching Services:
Budgeting
Establishing good budgeting habits is the first step to financial health. Your Financial Coach will help you set up a realistic plan for your income.
Saving & Investments
Your Financial Coach will help you save as much as you can, and make sure you invest your savings in a balanced portfolio to get the best returns while minimising risk.
Pensions
Underestimating how much money you will need to retire is a dangerous mistake. The earlier you start saving, the better off you'll be. Our Financial Coach will help you set up clear pension goals that will guarantee your financial stability.
Mortgages
Our team can help you with your mortgage application process and find the best possible deals. Getting a good mortgage is crucial, as it will save you tens of thousands of euros in the long run.
Income Protection
The untimely passing of an individual can have devastating financial consequences on those left behind. However, it’s possible to plan for these eventualities and to insure against such risks. Our Financial Coach can help you get set up with income protection that matches your unique situation.
You Can Trust
Financial Health.
Our team of experts are independent and impartial, meaning you’ll always get the best advice and deals. With guidance from trustworthy coaches, you'll build confidence in your financial future.
Our Services Are Free
Our services are entirely free. Unlike fee-based brokers, our income comes directly from banks & financial providers. The agreements that we have in place with all major investment companies guarantee that our clients get the best possible rates while also getting ongoing advice and support from our team.
Independent & impartial advice
We work for you – not a bank! Unlike bank branch staff, we’re free to recommend all the best from all the financial companies who work with impartial advisors.
Goal Setting Guidance
Our team will help you set clear financial goals. In our experience, individual investors have a great deal of trouble establishing appropriate, realistic and manageable goals. Often they don’t even know what they should be concerned with or what they want to accomplish.
Tax Efficiency
We’ll help you be tax efficient with all your money decisions. We can recommend the best approaches available for each client. Don’t let your gains be offset by costs that could have been minimised or avoided.
Minimal Third-Party Commissions
Commissions, especially by stockbrokers, can take a big bite out of your investment performance and in turn your wealth. Financial Health ensures that all the providers we engage with are working on your best interest and not their firms.
Age Protection
Research confirms what most of us have seen among our families and friends: the ability to make effective financial decisions declines with age. Our team can help guard you against this risk.
Clear Reporting
Rather than trying to overwhelm you with unnecessary information, we provide you with an understandable and concise view of your investment performance through our website and our regular statements.
“52% of Irish people are doing financially fine now but generally lack provision against financial shocks in the future.”
