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Pensions

Pensions

Advice on Setting Up New Pensions, International Pensions, Transfer Pensions, Pension Tracing (from Ireland and UK) & AVCs

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Financial Planning and Investment

Financial Consultation

A Financial Review can Identify changes that need to be made now to improve your financial position from Young Adult through Growth to Maturity and Retirement Stage.

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Assets Management

Assets Management

It’s never too late to grow your assets through strategic savings and investment plans and wealth management.

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This financial review service helps greatly with providing a clear picture of what the future holds.

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Financial Consultation

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.

Retirement Planning

It is finally time to enjoy the pension that you have been saving throughout your working life. How you drawdown these resources may have huge tax implications. You need a financial advisor to put a good plan in place.

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)

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

Managing your money wisely is essential for a secure and comfortable life. Whether you’re just starting to save or have already built up some wealth, understanding the basics of wealth management can help you make the most of your money.

Tax Planning

Navigating the Irish tax system can often feel like a daunting task, but it doesn’t have to be. One area where individuals frequently miss out on potential savings is through tax refunds, credits and reliefs.

Find out more on our Blog

Estate Planning

Estate planning involves deciding what will happen to your money and assets after you pass away. This can include creating a will, setting up trusts, and making decisions about who will inherit your wealth.

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. Discover why you should consider a financial broker.
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Meet the Team

Kinetic Financial Advice Ltd is proud to have a qualified team that you can trust with your finances.

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