One Minute Review

Take a look at our One Minute Review for your finances. If you answer yes to any of the questions below we can help you.
Fill in your details below or simply call us on 059 648 2233.

  • I have been given the task of starting a company pension plan and would like some advice.
  • I would like to begin my own pension plan.
  • I have a nest egg that I wish to keep safe and earn a better return than my bank will give me.
  • I’m not sure about how much life cover I should have for my family.
  • The rate on my mortgage is much higher than what is offered in the marketplace.
  • I am due to retire in the next few years and I’m not sure what to do with my personal pension.
  • I have a pension plan from my previous job that I no longer contribute to. I would like to know what options are open to me.
  • I have decided to purchase / build a house but I need advice on how to prepare and then apply for my mortgage.
  • I am recently divorced and would like my finances reviewed.
  • I am recently retired and would like some advice on my finances.
  • I have a portfolio of assets that I don’t quite understand.

Enquiry Form

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