Home

Take the First Step Towards Financial Wellbeing

from Irish Life Financial Services

Financial wellbeing is an important part of your overall wellbeing. Book a video call with one of our financial advisors and get trusted advice from the comfort of your home. Talk to an advisor to clarify your financial goals, discuss personalised recommendations, and get your financial plan in place.

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.