Why Use a Financial Advisor?
The Value of Financial Advice
It's about...​
​Organising your money
​Protecting your family (or business)
Getting your money working hard for you
Saving for your retirement
Helping you live the life you want​​​​​​​​​​
Where's the Best Place to Get Financial Advice in Ireland?
How Can a Financial Advisor Help Me?
What Value Does a Financial Advisor Bring?
​​​​Financial Planning
Pensions
Investments
Savings
Inheritance Tax Planning
Life Assurance
Income Protection
Serious Illness
Mortgages
Gift Tax Planning​​​
​​​Professionalism
Impartiality
Trust
Transparency
Peace of mind
Clear Strategy
Proven results
Choice
Security
Knowledge​​
What Should I Expect From Financial Advice?
​​Clarity and knowledge about your financial situation today
Better financial decisions
Greater financial confidence
A clear financial plan for the future​​​
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What Difference Will Good Financial Advice in Ireland Make?
​​Research shows that people who work with Financial Advisors achieve...​
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ALMOST DOUBLE THE AMOUNT OF SAVINGS (€37,300 V €20,700)*
75% BIGGER PENSION POTS WHEN ADVISED ANNUALLY (€87,500 V €49,800)*
BETTER FINANCIAL PROTECTION
WEALTH INCREASE OF 173% OVER 15 YEARS**
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*THE VALUE OF ADVICE IRELAND 2016 PIBA/ STANDARD LIFE
**ECONOMETRIC MODELS ON THE VALUE OF ADVICE OF A FINANCIAL ADVISOR JULY 2016 CANADA CIRANO​
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Can you afford not to get financial advice?
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