Get your free personalised financial plan
from Irish Life Financial Services
Find out what you should be doing with your money to look after your future with a free personalised financial plan. Don't have time to speak to a financial advisor during the day? You can get started 24/7 with our new digital planning tool.
Achieve your life goals
Save for emergencies
Identify your savings & debts
Protect your biggest asset - your income
Find out about Health Insurance
Plan for your retirement
How it works
Sign up
Create your account in less than a minute.
About you
Take 10 minutes to answer some simple questions to update your financial status and set your goals. You can amend this anytime.
Get your plan
Your digital financial plan will be created immediately! We consider your existing savings and debt to help determine how to allocate your available budget. Your financial plan also includes recommendations in relation to your protection, savings and investment options and next steps. You can talk to one of our advisors if you have any questions.
Make it happen
See all your priorities in one place. You decide what to action from your digital financial plan recommendations with one of our advisors.
What's included?
Your Financial Plan
An easy to follow, personalised financial plan from now until you retire.
Financial advice
Talk to a financial advisor on webchat or the phone.
Money management tips
Information on saving for emergencies, clearing high interest debt and other good financial habits. All tailored to your lifestyle/what you can afford.
What's in your financial plan?
Your financial plan looks at all your financial needs areas (your goals, emergency savings, high interest debt, protection, pension, investments & health insurance) and assesses the priority of these for you to action based on what you can afford.
Your financial plan will give specific product recommendations to address protection, pensions and investment needs.
Your financial plan will also highlight other areas requiring focus, including debt, building up an emergency fund.
