Financial Planning2022-04-25T15:27:45+01:00

FINANCIAL PLANNING

Live the life you want. Build the plan you need with AdvisorPro

Financial planning is not about financial products. A professional financial planning process focuses on helping you identify what is important in life and creates strategies that help you finance your life goals and objectives. The process helps you understand the life you want to live and creates a picture of the financial resources required to achieve this desired life.

For most busy people, setting aside time to focus on long-term financial planning can be difficult. Our financial planning service, AdvisorPro, was developed specifically with time-poor individuals in mind. Through use of technology, our process simplifies, organises, and optimises your financial life. Importantly, we work with you to create a dynamic financial plan which adjusts to changes as you move through different life stages. This process saves you time and money, and our advice is always independent.

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The AdvisorPro Process

Initial Discussion

We build a complete and dynamic picture of your household finances

Model & Discuss

We consider the implications of a range of ‘What if’ scenarios around life events

Investment Plan

We build your bespoke investment plan based on your personal investment principles

Dedicated Advisor

Your dedicated advisor providers ongoing engagement and proactive check-ins

Online Access

Avail of secure online access to consider your realtime picture and new ‘What-if’ scenarios

How AdvisorPro can benefit you

Goals Based Planning

A clear and personalised financial plan developed to guide you to achieve the life that you want to live.

See Your Financial Future

A complete visual picture of your financial situation and capacity, developed for every year of your life.

Investment Excellence

A plan developed by an investment professional, using Acuvest’s institutional investment expertise and funds from the world’s leading managers.

Truly Independent Advice

We do not accept commissions from product or investment providers, we act only for you.

Retirement Advice

Expert advice to plan your retirement and guide you financially through your later years.

Gift And Estate Planning

A comprehensive plan to transfer wealth to your loved ones, in the most tax efficient way possible.

Please note that the provision of this product or service does not require licensing, authorisation or registration with the Central Bank and, as a result, it is not covered by the Central Bank’s requirements designed to protect consumers or by a statutory compensation scheme.

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