Investment Advisor Ireland - Investment Planning Ireland

Our Investment Planning Process:

In order to give you the best Investment advice, it is important that we understand your needs. We will chat with you by phone or face to face to assess your current financial situation and gather relevant information, for example:

What are your aims and objectives?
Your attitude to Risk?
When will you need access to the funds?

Creating an Investment Plan

Once we have gathered enough information, we will work with you to begin the process of creating an investment plan that matches your financial circumstances and objectives.

There are a vast range of investment plans currently available in the marketplace. We will research the market and identify the most suitable investment plans for you. Generally speaking, there are five main categories of asset classes to invest in including cash, bonds, alternatives, equities, and property.

With you every step.

Once your investment plan is up and running, our relationship does not simply end there. As time passes your needs and circumstances may change. Our investment Advisors will carry out regular financial reviews with you to ensure your investment plan continues to match your financial aims and objectives.

If you wish to find out more please call financiallife.ie on 01 582 3548 or email us at info@financiallife.ie and we will be happy to work with you.