Financial Planning Services

The right cover protects your wealth, assets, income, life, dependents, health and future plans

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Having the right wealth protection strategy can give you the peace of mind that your family will be looked after should anything unexpected occur. It also means that your financial assets are secure.

The right cover protects your wealth, assets, income, life, dependents, health and future plans. It ensures that your family and your financial assets are fully protected.

Winning in Retirement

The choices you face in planning your retirement can be complex and confusing. For most people one of the major concerns is simple: how can I make my money last? With the average retirement period getting longer all the time, it’s a good question to ask.

We’re demanding more in retirement like travel and leisure activities. It’s a big challenge to have the income you need without running down your money too quickly.

Most people think the answer lies in good investments, but that’s only part of it. To build or preserve your retirement lifestyle you’ll also need to address issues like:

  • When can I afford to retire?
  • What type of lifestyle do I want?
  • What goals matter most to me?
  • How can I get the most income?
  • What are my state entitlements?
  • How can I reduce my tax bill?
  • How can I maximise my retirement income?

Of course you will need quality investments too. The good news is that you can be a winner in retirement. With quality financial advice, you’ll explore the possibilities, avoid expensive mistakes and make the right choices.

Invest Smarter

Thanks to the wide range of opportunities available today and the wonder of compound interest, anyone can be a successful investor if they make the right choices.

Albert Einstein described compound interest as one of the world’s greatest discoveries. It refers to the potential for your money to grow faster as you earn interest on your interest. But there are important choices to be made before your start investing. What is your time frame? Are your goals long term like retirement or more immediate like going on holiday? What do you want to achieve?

These choices help determine the investments to consider and the risk you might take.

Determining the right balance of investments is not easy. As a qualified financial advisor Anna O’Halloran can help you understand the options, avoid costly mistakes and make smart choices.

Our associated financial Services company is PMCN Corporate and Financial Services DAC t/a Moore Stephens Patrick McNamara Financial Planning which is regulated as an Authorised Advisor by the Central Bank of Ireland