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Personal Advisory Services

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by

Frank D'Arcy

on 20 February 2014

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Transcript of Personal Advisory Services

Personal Advisory Services
Independent Financial Planning
Service we provide
Take stock of your current financial position
Review existing Income & Expenditure , Assets & Liabilities
Identify areas of need
Protecting your family (and Business)
Guidance on Savings & Investment
Pension Planning for your future in retirement
Mortgage finance
Tax Planning
Prepare a plan for YOUR financial future
Ongoing review & advice

Protection cover for what matters
Life cover :
Mortgage Protection
Term Life cover
Specified Serious Illness cover
Income Protection

We can check all existing policies , both on price and against your needs
Review whether tax deductible
LOWEST price guarantee
Option to have access to second medical opinion FOC

Saving & Investments
Analysis of existing Cashflow
Benefit of Saving on a regular basis
Advice on monthly Savings plans available
Using Gift Tax Allowance of €3,000 p.a. per person

Deposit & Investment options :
Risk profile to ascertain your attitude to risk
Building a portfolio to meet your needs
Guaranteed funds
Equity(shares), Property , Bonds , Commodities, Currency
Multi Asset funds
High Income Wind Energy options
Tax deductible fund structures

Why Property is back in vogue

Retirement Planning
Benefit of Saving through a Pension :
Taking responsibility for your own future in retirement
Reduced State Pension , later age entitlement
Contributions Tax deductible at up to 41%
Funds grows tax free

Pension structure to suit YOUR needs - Company , Personal & PRSA
Self Directed options

Options on retirement :
Tax free lump sum up to €200,000
Annuity or guaranteed income for life
Approved Retirement Fund (ARF) (AMRF)
Self Directed options
Mortgages
For your home - up to 90% available
For Investment Property - up to 80% available
Subject to Lending criteria , capacity to borrow
Employment/Income status
Ability to fund Deposit & cost of acquisition
Advice on Variable & Fixed rates
YOUR FUTURE
Putting a plan in place
Obtaining independent advice
Taking control
Follow up & review
THE JOURNEY
Your PARTNER in Financial Planning

Personal Service
Visit www.advisoryservices.ie
T : 01 6674102
E mail : info@advisoryservices.ie
A : 40 Grand Canal Street Upper , Dublin 4
Your PARTNER in Financial Planning
Personal Service
Visit www.advisoryservices.ie
T : 01 6674102
E mail : info@advisoryservices.ie
A : 40 Grand Canal Street Upper , Dublin 4
You are not alone
We are with you every stage of the journey
Embrace the challenge
Plan
Implement
Review
Modify
Full transcript