Invest In Your Future
Chat to our experts about retirement plans, pension options and investment opportunities.
Retirement Plans & Planning are a key part of your financial journey.
What is a pension? A pension is a savings contract for your retirement. Your income will drop considerably upon retirement therefore it is key to have funds built up.
Retirement Plans involve funding now for the future. We can advise you on the pension structure available to you, contribution levels and fund selection. Allow us guide you in your retirement planning to ensure a relaxing and secure retirement.
Approach
Your income will drop considerably when you retire, therefore it is important to have funded for this. The key is to get the ball rolling, the earlier you start to fund, the greater chance you have of having a larger fund. Pension funding is an extremely tax efficient way to fund for retirement.
Whatever your circumstance, employed with pension benefits or self-employed we will guide you in funding for your retirement and the appropriate arrangement.
How It Works
A pension is a long terms savings contract, you’re contributing in order to build a fund for your retirement. You will get tax relief on your contributions up to a certain level. The earlier you start the better, levels of contribution can be adjusted, plan for your retirement and your next chapter. A pension is a long terms savings contract; you’re contributing in order to build a fund for your retirement. You will get tax relief on your contributions up to a certain level. The earlier you start the better. Levels of contribution can easily be adjusted. Plan for your retirement and your next chapter now.
Our Services
Retirement Planning
Retirement Planning involves funding now for the future. We can advise you on the pension structure available to you.
Plan
Personal Pension
Are you self-employed? Or in non-pensionable employment? Have you started planning or funding for retirement? A Personal Pension is a tax efficient way to invest in your future and start retirement planning. Your income will drop considerably in retirement it is vital to have funded for this.
Save
PRSAs
Plan wisely for your retirement through a PRSA (Personal Retirement Savings Account) and potentially avail of a Group PRSA arrangement through your employment.
Manage
Managing your Company Pension
Are you part of a pension scheme through work? Do you have questions about this? Are you interested in supplementing this, with an AVC (Additional Voluntary Contribution)? The funding and tax relief benefits of making AVC’s make them very appealing and advisable.
Control
Personal Retirement Bonds
Leave no Pension Behind! When you’re leaving employment what do you do with your pension you have built up. A Personal Retirement Bond can be set up to transfer your pension benefits from a Group Pension Scheme in employment to a personally owned pension policy, you will have greater access to the funds in a retirement bond.
Structure
Approved Retirement Funds & Approved Minimum Retirement Funds
You have funded for retirement you have made it. Now the attention turns to managing these funds for and in retirement. You have accumulated this fund now let us help you manage it during retirement and ensure you have a well-structured plan for your retirement fund.
Grow
Executive Pensions
An executive pension is an excellent way to fund for your retirement while also extracting retained wealth from your company in a tax efficient manner. Executive Pensions have very favourable rules in terms of the max contributions that can be made and are a huge opportunity for company directors to do significant pension funding.
Book your FREE consultation
We offer a variety of services to suit your needs at different stages of your life. Income protections, life and family insurance, business finance planning and pension schemes.
Book your free consultation by calling or messaging us today.
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Contact
Get In Touch
090 647 8503
info@yourfinancialplanner.ie
Castlemaine St,
Ankers Bower,
Athlone,
Co. Westmeath
Opening Hours
Mon-Fri: 9am-5pm