Financial Services We Provide
Personal Advice
Affordable Financial Plans – Budgets For Individuals & Families
Financial Protection
Income Protection – Mortgage Protection – Life Insurance
Pensions & Retirement
Set Up Or Review A Current Pension – Plan For Retirement
Investment Advice
Where to invest – Grow your wealth – Build children’s savings
Pension for Businesses
Pensions For Business Owners – Company Pension Plans
Business Management
Our 7 steps program to improve profit
Our Agency Partners
Financial Advice For Individuals & Businesses
Financial advice is the process of helping people make informed decisions about their money. It can encompass everything from creating a budget to investing for retirement.
They typically have expertise in one or more financial areas, such as financial planning, insurance, mortgages or investment. They go through your financial life with you and give you advice and recommendations on making more efficient use of your money and making a financial plan to help you achieve the goals you have set for yourself.
Also, they should look at the financial risk to your family and review the insurance protection you have in place.
A financial advisor should be qualified and, if selling or advising on regulated financial products, be regulated by the Central Bank of Ireland. Don’t be afraid to ask about their qualifications and their Central Bank registration number.
Contact Us Today
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Steps to Get Started
STEP
Contact Us
Contact us by phone at 01 853 2727. You can also book a consultation here.
STEP
Information
Our advisors will take some information about your situation from you.
STEP
Advice
We offer you fair and balanced advice about how to achieve your goals.
Benefits of Financial Planning
Financial planning is the key to securing your financial future, and this guide provides everything you need to know about setting yourself up for long-term success.
Before you start putting together a financial plan, it’s important to know exactly where you stand financially. Evaluate your income, assets and liabilities, so that you have a clear picture of your current financial situation.
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How We Can Help You
Book a Free 1:1 Initial Consultation
Let’s get on a call to discuss your personal and business finances with our experienced financial planners!
How Our Financial Planner Can Help You?
Our financial planner will do a review with you called the Fact Find to establish: What are your financial goals and dreams? What is your current financial position, and how do they match your plans? Do you own your own home? If not, do you plan to purchase one? Are you financially protected if anything goes wrong? What plans have you made for your retirement?
When you have provided all this information, we will then prepare a plan and recommendations based on your information. We will make recommendations to cover the highest risks first and the amount of money you can afford because it’s much better to be realistic about your current finances and make a plan.
So make a decision, get a sound advice – make a plan, and you will feel a lot better.
Frequently Asked Questions
When should you get financial advice?
When you have a big decision to make or your life is changing, there’s a lot of information to look at before making that change.
- Should you save or invest your money?
- What are your mortgage options?
- Which insurance is right for you?
- Significant life changes, like weddings and starting a family
- Looking after and planning for your retirement
- Planning your long-term saving and budgeting
- How much will your goals cost?
How does asking for financial advice work?
When two options look incredibly similar, financial advice you can trust will allow you to make the best decision for yourself.
Emma needs life insurance. She’s gotten three quotes, and they all cost roughly the same. How does Emma choose? She’s tempted to go for the cheapest because it’s hard to know.
This is where financial advice helps.
Emma’s financial advisor knows all these products well and asks her a few extra questions. Her financial advisor can tell her the difference between those insurance policies and how they affect her.
The choice is still entirely up to Emma, and she decides to go for the second cheapest policy because it gives a funeral payment.
Her father died two years ago, and her mother had to take out a credit union loan for the funeral costs. Emma doesn’t want her family to go through that, and the price difference is minimal.
Being asked a couple of extra questions allowed Emma’s advisor to understand her situation better. Now Emma has a policy that fits her circumstances due to the financial advice.
How much does it cost?
Your initial call is free of charge. If our services can help you, we will inform you of the total charge in advance.
Most of our plans for the average household are €499.00.
What will I need to get my plan?
Generally, we look for bank account statements, annual & monthly costs, pensions statements and other information rela
Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372