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:
  • Investment What are your aims and objectives?
  • Investment Your attitude to Risk?
  • Investment 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.

We compare the market to get you the best quote

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Mortgage Protection

Repays mortgage if the insured dies or suffers a terminal illness.

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Life Insurance

Ensures the financial stability of the family if the insured dies.

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Life & Serious Illness cover

The insurance plan gives coverage against specific diseases.

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Income Protection

Ensures a regular income for the insured who is unable to work.

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Whole of Life cover

If you are looking for a life cover plan with a guaranteed payout then a Whole Of Life Cover Plan is just for you.

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