Have you thought about what you’re going to do when you’ve finished working? Of course you have!

But have you thought about what income you’ll need to do all the things that you want to do when you retire and no longer have a salary?

START A PENSION PLAN TODAY AND RELAX!

Think about it this way… you’re working now and have the money from your salary to pay for mortgage, rent, bills, phone, car loan, shopping, holidays… the list is endless!

Of course, by the time you retire some of these will no longer be relevant – your mortgage may be paid off and your car loan finished but what about your holidays, clothes, entertainment … and all the other things that make life worthwhile?

How will you pay for them when you no longer have a salary?

We provide our clients with a tailored and independent approach to financial advice.

YOUR ADVICE EXPERIENCE

We offer retirement advice designed for you.

  • Account analysis – We’ll assess your existing policies and accounts for high fees, idle cash, and allocations out of line with our advice.
  • Projected retirement spending – We’ll show you how much you can expect to spend given your current and future savings.
  • Retirement savings plan – Based on your information, we’ll help you determine how you can continue to save tax-efficiently for the retirement you deserve.

Make the most of your retirement savings.

We provide a modern solution to an age-old problem: how to save for a better retirement. Are you on track for the retirement you deserve?

We offer

  • Transparent fees
  • Expert advice aligned with your best interest
  • A diversified portfolio personalised for you to take on an optimal level of risk

As your financial advisor, we always have your best interests in mind and our commitment is to provide advice you can trust.

We don’t have funds of our own which means we do what we believe is right for you. If you ever feel we’ve not hit your goals, let us know and we’ll work to make it right.

Let’s plan for tomorrow

We want to take the time to understand what matters to you, and why. Let’s talk so we can help you plan for tomorrow.

Call 051-318000 or email info@adelphi.ie


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