Investments
Investment advice made easy with independent and impartial experts.
Financial Advice For Sound Investments.
In a world where personal financial issues have become increasingly and often unnecessarily complex, an experienced advisor can help you figure out what is true and what isn’t, what works, what matters, what is useful, and what can go wrong.
There are few enough people with sufficient expertise to begin to do that for themselves. Nobody can do it objectively and that’s why good advisors are an absolute necessity.
Investment services our financial coaches can help you with:
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.
We'll Set Realistic & Manageable Goals For You
At Financial Health, we will help you set clear financial goals. In our experience, individual investors have a great deal of trouble establishing appropriate, realistic and manageable targets. Often they don’t even know what they should be concerned with or what they want to accomplish.
Asset Allocation That Works For you
Asset allocation is key and will have an enormous impact on the performance of your investment portfolio.
As impartial advisors, we are not “tied” to any particular provider or in-house products. We will help you allocate funds among various investment vehicles to help you reach your financial goals.
We'll Build A Tailored Investment Policy Statement For You
An Investment Policy Statement (IPS) should state one’s investment philosophy, goals, guidelines and constraints to be adhered to with respect to money management. It also instils structure and discipline. Our team will help you create your own IPS and make sure it does what it’s supposed to do.
Tax Efficient Investing
Investing in a tax efficient way is very important and we can recommend the best approaches available for each client. Don’t let your gains be offset by costs that could have otherwise been minimised or avoided.
We Keep Commissions Low
Commissions, especially from stockbrokers, can take a large chunk out of your investment performance and, in turn, your wealth. Our team ensures that all providers we engage with are working with your best interest in mind and not their firm’s.
Reduced Risk 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. At Financial Health, we can help put measures in place to avoid this risk.
We Provide Clear & Understandable Reports
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.
“60% of the Irish people in the ‘Financial Secure’ category received financial education at school.”
