- Retirement Planning / Pensions
- Investments and Savings
- Personal Financial Review
We can provide advice in relation to numerous regular savings plans, with access to a large range of funds, from as little as €50 per month.
Whether you have a specific savings goal in mind, such as a deposit for your first home or your children’s education, we will discuss these goals with you along with the relevant timeframe and your appetite to risk and we will then do a fair analysis of the market and suggest the best savings product for your requirements.
Over the last number of years, given the high cost of sending your children to third level education, the popularity of education savings plans has been increasing. Providing your child with the best possible education is what every parent wants, but this doesn’t come cheap and a lot of parents underestimate the cost and end up borrowing to finance these costs. By planning ahead and putting an appropriate savings plan in place, whether you use funds from your salary or use a portion of your monthly children’s allowance, you are spreading the cost over a longer period whilst providing your child with the option of third level education. No doubt, as your children move through school they will change their mind many times on what they want to be ‘when they grow up’. Whatever their aspirations it would be nice to know that money won’t be a barrier.