Why Wealth Management Matters
With many of us now looking forward to 30 + years of retirement, saving for the next phase of life is extremely important. The lifestyle you want depends heavily on having your pension set up correctly.
By managing your wealth effectively, you can:
- Achieve your goals:
Whether you want to buy a house, travel, or retire comfortably, wealth management helps you plan and reach your financial
objectives. - Reduce stress:
Knowing you have a plan in place can reduce financial stress, allowing you to focus on enjoying life. - Leave a legacy:
Good wealth management can ensure that you’re able to provide for your loved ones and leave a lasting impact.
Getting Started with Wealth Management
Questions we are often asked by new clients include:
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How can I increase my wealth quickly?
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What is the #1 way to accumulate wealth?
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What increases your wealth?
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How can I multiply my wealth fast?
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.
Here are a few simple steps to begin…
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Set clear financial goals:
Think about what you want to achieve with your money. Whether it’s saving for a big purchase, planning for retirement, or just building a safety net, having clear goals will guide your financial decisions.
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Create a budget:
Track your income and expenses to see where your money is going.
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Start investing:
Even small amounts can grow over time.
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Seek advice:
A financial advisor can help you create a wealth management plan that fits your needs and goals.
Kinetic Financial Review
The Kinetic financial review is our trademark formula for forecasting your financial future and identifying changes that need to be made now to improve your financial position.
This financial review service helps greatly with providing a clear picture of what the future holds.
3 Step Process:
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.
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.