Irish Life

Get financial advice you can trust

If you want to start planning for the future, we’re here to help. Every month, our team of financial professionals support thousands of people plan their financial future.


Fancy winning a €500 Ireland's Blue Books Gift Voucher? Book an appointment and complete a financial review with an Irish Life financial advisor by 31st March, 2025 and be entered into a draw to win exactly that. Entrants must be 18 years old or over and be a resident in Republic of Ireland. Please ensure you have read and understood the terms and conditions below before you continue.

Win a €500 Ireland's Blue Books Gift Voucher

What is a financial review?

A financial review is a check-up of your money, needs and goals, helping you make the most of investments and protection policies as needed.

A financial review is a check-up of your money, needs and goals, helping you make the most of investments and protection policies as needed.

Take financial control

  • Financial security isn’t just about having savings and managing a budget – it’s about protecting yourself, your family, and your income in the long term. 
  • Your financial advisor will look over everything from your income and assets (like any savings or investments) to your expenses and liabilities (like debt or a mortgage).
  • This is to understand your current situation and knowing the steps you need to take to work towards a financially secure future.

Get clear financial advice

  • Pensions & investments: are you saving for retirement? If so, are you on track for the kind of retirement you want to have? Can you afford to invest, either in your pension or in other funds? Planning now, no matter your age, is key to future success.
  • Protection: if you die, become seriously sick, or are injured and unable to work while employed, do you have financial plans and policies in place to provide for yourself and your family?
  • Your advisor will assess your situation, highlight areas that need improvement, and create a financial plan with you to tackle them and get financially fit. 

Guidance for your next steps

  • After your review, you’ll get a summary of your discussion and your free, personalised financial plan from your advisor.
  • Your financial plan shows you how to make the most of your money, by choosing the right life insurance, pension and investment options for you.
  • As your priorities change over the years, your advisor will be there to help. They’ll continue to work with you and adjust your financial plan as needed whenever you need.