Pensions
Independent pension advice that helps you look forward to your retirement years.
Financial advice for pension planning.
At certain times in our lives, most of us find it challenging to meet the bills or lead a reasonable lifestyle. That’s even when we’re working full-time! Have you considered how the figures will work when you’ve finished work entirely?
With timely pension planning and advice, we can help you to look forward with confidence to your retirement years.
The benefits of having a private pension:
You may additionally have private pension benefits built up throughout your career
Contributions that you make to your private pensions qualify for tax relief
You may qualify for the State pension
Contributions that your employer makes on your behalf are usually tax-free also
Income and gains within your pension fund grow tax-free
You can qualify for tax-free lump sum payments at retirement
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.
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 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.
“As much as 44% of Irish persons in employment don’t have pension coverage”
