Arranging a Financial Review

How can you help protect yourself and your family financially should your income be affected in the event of illness or injury? How can you plan for events in the future, like your children going to college?

Finding the answers to these questions can be daunting. Why not talk with an adviser from Irish Life Financial Services?

Financial planning helps to give you peace of mind and helps you take care of the things that matter.

For many people, the first step in planning ahead is taking a financial review with a Qualified Financial Adviser.

Arranging a financial review

The financial review service is free of charge, it takes just 45-60 minutes of your time. It can be arranged at a time and place to suit you. During your review, all areas of your finances are looked at, including:

  • Protecting your income for you and your loved ones
  • Planning for your retirement, and
  • Your saving and investment goals

After your review, you will be given options to consider and then it’s up to you to decide what to do next.

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