Talk to an expert, chose a consultation, date & time that suits you
FINANCIAL CHECK UP €200
Our Financial Check Up is an opportunity to discuss your current financial situation, and your financial choices, with a qualified professional, giving you peace of mind that you are on the right path and doing the right things.
Should I take a loan out or save up to pay for my next purchase?
We are saving, but have no big goals, what should we be doing?
Pay down my mortgage or increase my pension?
Increase my pension or start investing?
What are the risks to my finances?
When it comes down to it, personal finance is about decisions, what to do with your money. For many, trying to make head or tail of what you should be doing, and how to prioritise what to do now and next, is enough to make your head spin.
Our Financial Check Up is a short 1-hour, top level review with our Financial Planner to discuss your money, your future and importantly what your options are. We will then give you a written review and recommendation, advising what to prioritise, what to avoid and why.
If you are, what can you save and how? (it’s not always about switching)
As with everything, you have options. Set 15 minutes aside to find out what yours are when it comes to your mortgage
Your mortgage is most likely the biggest monthly outgoing in your house. Our free mortgage review is designed to give you an idea of whether you are paying more than you need to, and if so, how can you put that money in your own pocket rather than the banks. We will give you a call at a time that suits you, get some basic information from you and come back with a brief report of what you are paying vs the best available mortgage, what the potential savings are and how to get them.
Ask any questions you have (we can explain all the jargon!)
If you are making an application, we help you every step of the way
Buying your first home, trading up or releasing equity from an existing property?…. Then our mortgage consultation is for you. We can facilitate the appointment in person, on the phone or via a video call at a time that suits you, including evenings and Saturdays.
If you want to open an account, we can help you get it done
Leaving big sums of money in the bank is a relatively expensive thing to do. You get hit for taxes & charges while earning virtually no interest at all. There are a huge number of options out there for your savings, from those looking for a safe place for their money whilst offering some return, to those looking to invest and maximise the return on their money. Arrange a consultation to find out what is the right fit for you.