Protecting Your Income & Your Loved Ones.
Independent and impartial financial advice on potential risks and protecting your loved ones.
Protecting your income and loved ones
This is such an important part of financial planning, yet a lot of us don’t have the time to think about it. This topic will identify financial risks for you and your family and touch on topics such as life cover, inheritance tax and financially providing for your loved ones.
This is all about impartial advice for you, not product sales. We can help you understand how to find the best way to protect your family’s financial future.
Workshop duration: 45 minutes approx.
Client Requirements
Companies booking the event should provide a spacious room to match event capacity, access to a projector/screen and to a power socket.
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.
Independent & impartial advice
We work for you – not an insurance company! Unlike insurance staff, we’re free to recommend the best options for you from each of the financial providers we work with.
Free Services
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 financial companies guarantee that our clients get the best possible rates, while also getting ongoing advice and support from our team.
Tax Efficiency
Getting income protection in a tax efficient way is very important and we can recommend the best approaches available for each client. Don’t let your cover be offset by costs that could have been minimised or avoided.
Ongoing Open Communications
When you give us the relevant initial information, we’ll come back quickly with our indications on what cover you should consider and what the monthly cost is likely to be. Once agreed, we can then move on quickly arranging everything on your behalf.
“52% of Irish people are doing financially fine now but generally lack provision against financial shocks in the future.”
Speak To Our Team Today
Ask A Question Below Or Request A Callback - You’ll Receive A Prompt Response With Sound Advice.
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