This is the time in our life when we have reached the top of our career and no longer expect to be promoted or be given increased responsibility. We begin to think about and plan for our retirement. During this period we continue to provide for ourselves and our family. We may also be caring for our elderly parents or relations.
Maturity Stage
Managing over €80m of client funds and helping over 600 clients.
Unlock Your Financial Potential With Our Bespoke Financial Consultancy Services
Financial Advice For Maturity Stage – mid-fifties to mid-sixties.
Protect
Protection needs may be reducing with your dependents growing up and paying off your mortgage. The need to start inheritance planning may require certain protection policies to be put in place.
Invest
At the top of your career and planning for retirement! You may have to review your investments and pensions to ensure that you have the right strategy in place in preparation for retirement.
Retirement
A couple of years before your planned retirement, you will need to sit down with a qualified financial advisor and evaluate your retirement options so that your retirement sails smooth when the time comes for it.
What Does The Review Cover?
Financial Planning
The Kinetic Review is our trademark formula for forecasting your financial future – and identifying changes that need to be made now to improve your financial position.
Public Sector Pensions
We often meet with public sector employees who are not even sure which pension scheme they are in.
Often, employees could have breaks in service or received pension contribution refunds.
Visit our sister site MadeSimple.ie for expert information in Irish Public Sector Pensions
AVCs (Additional Voluntary Contributions)
(AVCs) are contributions that you can make in addition to your normal contributions to an occupational pension scheme in the public or private sector to increase your retirement benefits.
Savings and Investments
We offer a variety of different investment and saving options depending on the level of risk you are comfortable with.
Life Insurance
Nobody likes to think about the worst happening, but death is a fact of life.
It’s a good idea to have a plan in place to protect your loved ones financially in the event of your death.
Meet The Team
Meet the Team
Kinetic is proud to have a qualified team that you can trust with your finances.
Managing over €80m of client funds and helping over 600 clients, our team have over 90 years experience in realising clients’ financial potential.
Click Here To Meet The Team >>
