Investments
Irish Life Financial Services Limited
What to Ask a Financial Advisor About Investments
March 18th, 2021
• 1 min read
During your free consultation with one of our expert advisors, you’ll have a chat about where you’re at in life and what investment options could be a good fit for you.
Here are a few questions you might like to ask during your call.
Questions to get started
- What is the minimum amount of money I might need to start investing?
- What options do I have to grow my money?
- What is relevant for my stage of life?
- How long do I need to invest for?
- How can I get a better return on my money compared to a bank savings/deposit?
- What potential returns could I expect for my money?
- What are the risks with long-term savings?
- What are the management fees?
Questions to dig a little deeper
- Can I access my money if I need it in an emergency?
- When can I access my money?
- Are there penalties if I withdraw early?
- Can I top up my savings amount?
- Can I take a holiday period and stop my payments if I need to?
- Can I track my progress online?
To get started, fill out the form below with a time that suits you to receive a call back from Irish Life Financial Services. To learn more about Irish Life Assurance's Investment Products.
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Irish Life Financial Services Limited is tied to Irish Life Assurance plc for life and pensions.
Irish Life Financial Services Limited is regulated by the Central Bank of Ireland.
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