Doyle

  • Retirement Planning
  • Investment Consulting
  • Family Protection

RETIREMENT PLANNING

WHAT IS RETIREMENT PLANNING?

Simple Questions To Ask Yourself

How much annual income will you need during your retirement? (and what are you doing to achieve this goal?)
When was your overall retirement planning position last reviewed?
Do you need an impartial analysis of your overall retirement funding position in order to identify your true pension planning position?
Would you like to know the value of the pension income that you can realistically expect at retirement?
Do your pension investment funds reflect your own personal attitude to investment risk/reward (and do these funds suit your own retirement planning goals?).
Is your current pension funding arrangement structured to your maximum tax advantage?

We advise our clients on the following important key areas of retirement planning:

Retirement Funding

Group Staff Pension Schemes (Defined Contribution & Defined Benefit)
Directors/Executive Pension Plans
Personal Pension Plans for the Self-Employed
Personal Retirement Bonds (Buy Out Bonds)
Personal Retirement Savings Accounts (PRSAs)
Approved Retirement Funds

Book a Consultation

1 HOUR

NO CHARGE

2 HOURS

€600

INVESTMENT CONSULTING

The most important part of the research/analysis process that we provide, is the identification of our client’s financial planning needs and their personal investment risk profile.

It is only after this analysis has taken place, that we can advise on their most appropriate investment strategy for the future.

We actively work with our clients to design an appropriate investment strategy to meet their specific financial planning requirements.

Our investment process is designed to both analyse investment risk and identify suitable fund/product solutions. This ensures that our clients’ funds are invested in the most appropriate manner to suit particular planning requirements.

Book a Consultation

1 HOUR

NO CHARGE

2 HOURS

€600

INVESTMENT CONSULTING

The most important part of the research/analysis process that we provide, is the identification of our client’s financial planning needs and their personal investment risk profile.

It is only after this analysis has taken place, that we can advise on their most appropriate investment strategy for the future.

We actively work with our clients to design an appropriate investment strategy to meet their specific financial planning requirements.

Our investment process is designed to both analyse investment risk and identify suitable fund/product solutions. This ensures that our clients’ funds are invested in the most appropriate manner to suit particular planning requirements.

Book a Consultation

1 HOUR

NO CHARGE

2 HOURS

€600

Menu
close slider