- QFA
- Knocknacarra, Galway City
- 087 648 6081
Additonal Services
Our team of industry experts can help you identify areas for development in your financial situation and suggest practical initiatives you can implement to help you to successfully drive your finances into the future. In addition to our Comprehensive Financial Planning service we offer the following services:
Financial Health Check
Life events such as changing jobs, moving house or retiring can trigger changes to your overall financial picture. Our team of experts can help you stay on track to reach your financial goals by combining financial expertise with innovative analysis software to keep your finances on track. Contact us to find out more.
Family Balance Sheet
Creating a Family Balance Sheet provides and overall snapshot of your wealth by calculating your total liquid assets, large assets and investments and balancing them against what you owe. This is a great starting point for making a plan to build, manage and protect your wealth.
Cash Flow Analysis
We use graphic visualisation to chart your income, assets and liabilities throughout your lifetime and show you the impact of small changes. We anticipate bumps in the road and use "what-if" scenarios and show you graphic visualisation of their impact on your future goals.
Our Wealth Plan
Creating your own Wealth Plan helps you to see how your future wealth progresses by projecting your cash flow forward into the future. We can then advise you on the steps you will need to take and create a robust wealth plan to give you future peace of mind.
We Listen & Analyze
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We Collaborate & Advise
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We Guide
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WHY CHOOSE US
Our 5 step process to simplify your financial future
Understanding your individual financial circumstances, financial goals and dreams and your views on investment are critical to creating the right financial plan for you. We combine our industry renowned expertise, state-of-the-art leading analysis technology and global partner connections with Simplify – our 5 step process to create the best financial plan for you.