Switching Financial Advisor.
We make swtiching financial advisor easy and build a lasting, trusting relationship.
Asset Allocation Made Simple.
Asset allocation is an investment strategy where individuals balance their portfolio according to their risk tolerance & investment goals. This asset allocation is crucial as it's the primary determinant of your investment results.
Our team will help you create and invest in a diverse portfolio that meets your unique needs, risk tolerance and investment goals.
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 Provide A Range Of 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 investment companies guarantee that our clients get the best possible rates, while also getting ongoing advice and support from our team.
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.
“23% of Irish people feel that there are struggling or just about coping with their personal finances.”
We’ll help Improve your finances in 6 simple steps:
Speak To A Specialist Today
Ask A Question Below Or Request A Callback - You’ll Receive A Prompt Response With Sound Advice.
Our Team Are Members Of:
