After we complete the financial review, many clients are delighted to have their options regarding pension planning, salary protection, life protection, savings and investments explained to them so clearly.
Not only that, but we can also set up policies for you all online in a very fast and efficient manner.
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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.
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) 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.
We offer a variety of different investment and saving options depending on the level of risk you are comfortable with.
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.
Managing over €80m of client funds and helping over 600 clients, our team have over 90 years experience in realising clients’ financial potential.
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