Why use a Financial Advisor?
The Value of Financial Advice
It's about...
Organising your money
Protecting your family (or business)
Getting your money working hard for you
Saving for your retirement
Helping you live the life you want
Where's the best place to get financial advice?
From a Qualified Financial Advisor
What value does a Financial Advisor bring?
Professionalism
Impartiality
Trust
Transparency
Peace of mind
Clear Strategy
Proven results
Choice
Security
Knowledge
Where can a Financial Advisor help me?
They are experts in...
Financial Planning
Pensions
Investments
Savings
Inheritance Tax Planning
Life Assurance
Income Protection
Serious Illness
Mortgages
Gift Tax Planning
What should I expect ?
Clarity and knowledge about your financial situation today
Better financial decisions
Greater financial confidence
A clear financial plan for the future
What difference will good financial advice make ?
Research shows that people who work with Financial Advisors achieve...
ALMOST DOUBLE THE AMOUNT OF SAVINGS (€37,300 V €20,700)*
75% BIGGER PENSION POTS WHEN ADVISED ANNUALLY (€87,500 V €49,800)*
BETTER FINANCIAL PROTECTION
WEALTH INCREASE OF 173% OVER 15 YEARS**
*THE VALUE OF ADVICE IRELAND 2016 PIBA/ STANDARD LIFE
**ECONOMETRIC MODELS ON THE VALUE OF ADVICE OF A FINANCIAL ADVISOR JULY 2016 CANADA CIRANO
Can you afford not to get financial advice?