Our advisors are committed to helping people around Ireland achieve their financial goals.
Book an appointment with one of our financial advisors, virtually or in-person.
What is a financial review?
A financial review is an evaluation of your finances, needs and goals, helping you find changes for a healthier financial life. We are committed to providing our customers with the best possible experience. Customers who had a financial review with us gave it a score of 94.4%.
A financial review is an evaluation of your finances, needs and goals, helping you find changes for a healthier financial life. We are committed to providing our customers with the best possible experience. Customers who had a financial review with us gave it a score of 94.4%.
Feel in control of your finances
- The first step to improving your finances is understanding them with the help on expert financial advisor. At your financial review meeting, you and your advisor will look over all aspects of your finances. Your advisor will then create a plan (with you) to work toward a healthier financial future.
- Your financial advisor will look over all aspects of your finances with you. They’ll cover everything from your income and assets (like your savings or any investments) to your expenses and liabilities (like debt or a mortgage).
Improve your financial wellbeing with clear advice
- Your advisor will then discuss areas where you could improve your financial wellbeing. Depending on your goals, they can cover your life insurance, pension and investment needs in the review to ensure you’re on track for the future.
- For example - if you already have life insurance, does the level of cover suit your family’s needs? How’s your pension and retirement planning? Could you be putting money into investments?
Take the next steps with trusted guidance
- After your review, you’ll get your personalised plan from your advisor.
- Your plan shows you how to make the most of your money, and how to choose the right life insurance, pension and investment options for you.
- Your advisor will also be on hand to adjust your plan over the years as your situation changes.
Getting started
Two ways to get advice
Book an appointment to get a financial review by phone, in person or video call. You can also try our financial planning tool online to help you plan for your future.
Talk to an advisor
Have a chat with a financial advisor about creating a financial plan for you.
- They’ll do the hard work for you by reviewing your needs and goals and evaluating your current financial situation to understand what areas to focus on
- They’ll then make clear recommendations and take you through your personalised financial plan and answer any questions you might have
Get started online yourself
Not ready to talk to an advisor? You can start your financial plan online at any time.
- The online planning tool allows you to create a personalised financial plan by answering questions about your finances and goals
- You can speak with an adviser at any point of the journey to understand the plan or to action one of your recommendations
How our advisors can help
“Financial advice is having one on one conversations with people, to help them make the most out of their financial affairs.”
AM
-Amanda Madden
Irish Life Financial Advisor
Free consultation
Want to talk to an expert?
What happens in your appointment?
Get an evaluation of your finances
Get answers to your questions
Get a free personalised plan
Get the right recommendations
“Use 60 mins to invest in your life, it’s time well spent on your future.”
- Linda Moran
Financial Advisor Irish Life
Irish Life Financial Services Limited, trading as Irish Life, is regulated by the Central Bank of Ireland. Irish Life Financial Services is an insurance intermediary tied to Irish Life Assurance for life and pensions.