WHAT IS COVERED?
ENGAGING & INTERACTIVE SESSIONS WITH A QUALIFIED FINANCIAL ADVISOR
- 60 minutes seminars
- Offered in person or as webinars
- Mortgages: Getting a new mortgage, savings on your existing one.
- Pensions: demystifying the best support your employer is offering you.
- Savings: managing your money so you have more of it
- Financial Planning: what to do with your money and when. A step by step guide.
AT A GLANCE
DELIVERED
- Online or in person
- Once off or as a series
- Morning, Lunch or Evening
- Formal or informal
COST
- €250 per seminar
- €750 for series of 4
WHY CHOOSE US
GAIN
Start gaining from the tax efficiencies and investment returns your money can benefit from
CONTROL
Its your money and you can change how much you put in and where it goes
CONFIDENCE
It doesn’t have to be complicated. Good advice means you can have a clear plan and be confident in it.
OUTCOMES
Accumulate your money, maximise the benefits available & enjoy the outcomes of having more money in retirement