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.
From budgeting and saving to investing and insurance planning, discover how you can create a financial plan that works for you.
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.
Personal Financial Services
Our Approach to Your Financial Independence
Our financial plans are custom-made for each individual or couple. We make sure that all your needs are taken into account. The objective is to improve your financial situation.
All of our recommendations are realistic and will allow you to be financially independent even in an emergency.
Saving money every month can be a challenge. Whether it is for your retirement, your mortgage or your children, having some money aside is essential. This is why our financial advisors are there to help you take control of your finances.
Through our personal financial advice, we work with you to build a plan that preserves your wealth, your resources, your income, and the lifestyle of your family.
Step 1: Regular Saving & Budgeting
Before you start putting together a financial plan, it’s important to know exactly where you stand financially. Evaluate your income, expenses and debts, so that you have a clear picture of your current financial situation.
Step 2: Emergency Fund & ProtectionOne of the most important steps in setting up an emergency fund is to open a separate savings account specifically for this purpose. An emergency fund account should be kept separate from your other accounts, as it serves its own specific purpose. This helps you stay focused on saving for emergencies, rather than spending this money on something else.
Step 3: Property / Secure HousingOne of the first steps to buying a house is to determine your budget. After you’ve identified how much you’re able to spend, start looking for homes in locations that meet your criteria – making sure they are also within your price range.
Step 4: Planning for RetirementPlanning for retirement in Ireland is an important process that requires careful consideration and preparation. It is important to use a financial advisor to understand and plan your retirement. If you leave it until you reach retirement you can make the situation harder.
Step 5: Investment & Building WealthInvesting can be a great way to build wealth and grow your money over time. There are many options for investment including bonds, mutual funds, exchange-traded funds, property and buying company shares directly. Before investing, it’s important to research and understand the risks associated with each type of investment and to consult with a financial advisor or investment professional to determine what investment strategy is best for your individual needs and goals.
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Our Financial Planning Process (Money Advice)
Step 1: What are your goals?
Together we look at your short, medium and longterm goals. What are the issues you are having and what do you find easy or hard about managing your money.
Step 2: What is your income?
Let’s look at your income. Are you at the beginning or end of your career? Is there something else you would prefer to be doing? Let’s explore your options.
Step 3: What are your Expenses?
What are you spending each month and year? Let’s look at your costs in totality and layout clearly what you are spending.
Step 4: Analysis & suggestions
Based on your goals, income & expenses our qualified advisors will suggest methods to reach your goals.
We’ll make suggestions about where you can save some money, make some money and how to protect your life and your retirement.
Step 5: Your report and budget
We’ll provide you with a full financial report with all the information gathered, our suggestions and your own personal budget for the year.
Step 6: Come back and ask us questions
If there is something that doesn’t make sense, ask us. We’re here to continue supporting you as you make changes.
Get Your Plan Now Starting From €499.00
Our Qualified Financial Advisors
Qualified Financial Advisor
Debbie qualified as APA in 2017 and a fully qualified financial advisor (QFA) in 2018. She is a tax technician member of the Irish Tax Institute.
She believes product knowledge is key to helping customers make the right choices.
Debbie was born in Dublin and graduated from NCAD with a degree in Visual Communication. She brings a strong customer service background to Greenway.
Qualified Financial Advisor
Adrian has 45 years of business experience gained from working in a range of business areas from oil recycling, oil distribution, print and digital media and latterly in insurance and mortgage products. He qualified as QFA in 2016.
Married with three adult children and four grandchildren, Adrian uses his life experiences to help advise clients on the type and level of insurance cover and pensions they should have.
Adrian has been interested in sailing and boats all his life. In 2013 he took a year off, calling it his Gap Year and motored a cruiser from Ireland to Berlin via Paris. You can see more on this on www.adrianandnualasgapyear.com
Providers We Work With
Book Your Free Initial Consultation Now
Step 2: Information
Our advisors will take some information about your situation from you.
Step 3: Advice
We offer you fair and balanced advice about how to achieve your goals.
Book your call now
Start your pension journey.
Personal Financial Advice in Ireland
Whether you are planning to buy a house, pay your bills, or even plan for your retirement, managing your money is important. The sooner you start planning your finances, the better it is. Getting money advice from a professional is a great way of laying out your goals and finding a way to reach them.
Our best financial advisors give you a financial plan to follow and guide you along the way. Thanks to Greenway’s money advice in Ireland, you will clearly understand your financial situation. This will give you all the tools to live a secure and stable life.
If you want a full life plan financial plan or simply advice on a particular issue, our financial advisors are here to help. These issues can include budgeting, investments, savings, examining current pension provision, inheritance issues and planning for retirement. Contact us for thoughtful financial advice in Ireland.
Common financial advice questions
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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 for you to look at before you can make that change.
Should you save, or invest your money?
What are your mortgage options?
Which insurance is right for you?
Big life changes, like weddings and starting a family
Looking after and planning for your retirement
Planning your long-term saving and budgeting
Who Needs Financial Advice?
Everyone. Whether you’re sorting out your Mortgage Protection at the last minute, or you want a full review of your current situation, being able to ask an impartial expert makes a difference.
How Does Financial Advice Work?
When two options look extremely 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 she choose? She’s tempted to go for the cheapest, because it’s hard to know what the difference is.
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 is able to tell her the difference between those insurance policies, and how they affect her.
The choice is still completely 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 difference in price was 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 she received.
How much does financial advice cost?
Your initial call is free of charge. If our services can help you, we will inform you of what the full charge will be in advance.
Most of our personal financial plans for the average household are €499.00 including VAT
What will i need to get my financial plan?
How we can help you
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Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372