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What Can We Do For You?
Mortgage advice – To get lowest rates possible.
Savings – Accounts to get your money work harder for you – circa 4-5% p.a. interest.
Retirement Advice – On planning and navigating your options to get you to where you want to be and retire early.
Tax Savings – Helping you to reduce the tax you pay by at least €2k
Financial Budgeting – Easy way to budget effectively including all types of insurances.
In the initial consultation we will
Review of your current financial situation
Financial objectives and goal setting
Cashflow modelling to predict your future financial situation
Map out a financial plan to meet your objectives
Schedule follow up consultations