Irish Pensions and Finance

New Service – Household Financial Planning

We are delighted to introduce our new Household Financial Planning service to our members.

We have found that our clients and their spouses often benefit from having a combined financial review, in order to get an overall picture of their financial objectives as a family.

We can now look at your household as a whole in order to maximise your overall financial position to your best advantage.

To do this, we engage in a four-step process;

  1. Preliminary phone call – Your IPF advisor will arrange a call with you to explore the necessity and usefulness of this service to you
  2. Factfind meeting – A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements
  3. Recommendations – Your advisor will present you with their recommendations and guide you through the process for implementing your plan
  4. Annual Reviews – Your advisor will follow up with you on an annual basis to ensure your plans are still suited to your needs and make any amendments necessary.
As part of our Monthly Offers for 2022, those who book their household review in before the 5th of August will be entered in a draw for a €350 voucher for Ireland’s Blue Book.
To book your Household Financial Planning review, go to:

Leave a Reply

%d bloggers like this: