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.
Free financial planning for couples
Having a financial plan to reach your dreams might not sound so romantic but it’s one of the key ingredients for a harmonious relationship. Having the ‘money’ conversation and being open about your finances from the beginning can really set you on the right path as a couple.
At Irish Life Financial Services, we offer couples a complimentary financial review meeting with one of our qualified Financial Advisors - in person, over the phone, or by video link.
What to expect from your financial review?
Where are you now?
This is a snap shot of your current financial situation.
• What is your annual salary?
• What are your monthly bills and outgoings?
• Do you have a mortgage, personal loan or credit card debt?
• Have you savings, investments or other assets?
• Are you renting or a home owner?
Where do you want to be
Here we look at each of your personal goals. Where do you see your career going? Is it your dream to start your own business one day? And what about your shared goals? Are you saving to buy a home together? Do you plan to start a family someday? Your Financial Advisor will help you identify those goals that are most important to you right now and make a plan to help you reach them.
Create your personal roadmap
At the end of the meeting you'll get a personalised financial plan with recommendations on how you can move closer to your goals. There's no obligation to make any decisions straightaway. You're free to take your time and review the plan in your own time.
What is covered in your meeting?
A meeting on your own or with a partner to understand your current situation, set objectives and create a clear financial plan where you’re in control and to set you on the path to achieve your goals.
Free annual follow up meeting
Life happens and priorities change as time goes by - so we check in with you once a year to see how you’re doing. A fresh look at your financial life plan can help you refocus on what really matters so you can tweak things as you go. The best financial plan gives you options and the flexibility to take a detour if you need to.
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.