Skip to main content

Start a private pension now. It’s a highly effective way to save for the long term, offering valuable tax benefits. There’s no such thing as starting too early – and if you’re still employed, it’s not too late to begin.

For family business owners, the key question often is: Can they afford to retire? Will they have sufficient income after passing the leadership to the next generation?

Its never to late to begin a private pension
You might also like our Top 3 Financial Tips For New Families Blog >>

01. Book a Review

33%

02. Review Meeting

66%

03. Create a Plan

100%

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.

Book Financial Review Call

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

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.