Financial Planning
Finding the answers to questions about finances can be daunting.
Financial planning helps to give you peace of mind and helps you take care of the things that matter.
Members can now avail of a free financial review with Irish Life Financial Services.
This review allows members to get a personalised report on their current financial status and options to consider, including the steps needed to help protect you and your family, and how to plan ahead for the future.
Irish Life Financial Services have a team of financial advisers ready to help get you started with your financial planning.
Step Two
Irish Life Financial Services will contact you to arrange an appointment.
Step Three
Complete your financial review by video, phone, or in-person in our Portlaoise office.
Step Four
You will be sent a personalised report of your current financial status by post or email.
What happens in a financial review?
The financial advisor will find out more information about you, identify your needs and priorities, and consider the options available to you.
What is included in the personalised report?
You will get a personalised report detailing your current financial status and options to consider, including the steps needed to help protect you and your family, and how to plan ahead for the future. Then it’s up to you to decide what to do next.
Who are Irish Life Financial Services and what do they do?
Irish Life Financial Services is an insurance intermediary that can review your protection, retirement, savings and investment needs, and they offer a full financial review with one of their Qualified Financial Advisers.
This can be done online or over the phone at a time and place that suits you, taking just 45-60 minutes of your time.
There is no obligation to purchase and all information you provide is private and confidential.
Irish Life Financial Services is tied to Irish Life Assurance for life and pensions, so any products recommended by Irish Life Financial Services will be from Irish Life Assurance, one of Ireland’s leading life and pension providers.
Irish Life Financial Services is tied to Irish Life Assurance plc for life and pensions.
Irish Life Financial Services Limited is regulated by the Central Bank of Ireland. Irish Life Assurance plc is regulated by the Central Bank of Ireland.
