Financial Planning Limerick
Good financial planning incorporates a wide variety of areas:
- Budgeting and Tax Efficiency
- Protecting you and your family against premature death or ill health
- Saving and Investing for you and your family’s future
- Planning for a comfortable retirement
- Inheritance Planning
We undertake a Financial Review to identify where we can give you advice to improve your Financial Plan in all of these areas. As part of your Financial Planning, we generate a Cash Flow Projection to show you where you and your family would stand financially if and when your circumstances change with certain life events such as ill-health, bereavement, paying for your children’s education and retirement to mention a few.
As part of our review, we would also review your current policies to see if your levels of risk are appropriate, protecting you appropriately and offering good value for money.
Our Financial Advice Approach
- We provide complete financial planning solutions and build long term trusting relationships with all our clients
- We aim to deliver the highest level of client service
- On our initial consultation, we will identify your needs, tailor our plan to your needs, and look at your financial goals and aspirations.
- We will gather all your current financial information and put in place a suitable and tailored plan that is right for you.
- A recommended report will be given with all details where you can make improvements to enable you to develop and implement a strategy to meet these goals.
- Your finances will be reviewed regularly
Why Use PPS Financial Planning Limerick?
Don’t leave it too late to plan! However large or small, we have the solutions to your financial needs. Whether you are planning for your retirement or looking to save and invest, we can be there to help guide and research all your options.
Protect your family’s future with PPS Financial Planning. Our clients are our number one priority and we take your trust and financial goals seriously!