A Personalised Planned Approach

One of the problems with going it alone is that you may be swayed by messages aimed at the mass market. The adverts you see, the articles you read in the newspaper or online, the “special offers” from institutions—while well-meaning and potentially valuable, they may not be right for you. Getting financial advice shifts the focus from generic products to your unique needs. A Financial Broker will gain a complete understanding of your situation and requirements before even considering which products might be suitable for you.

Confidence in Your Financial Future

Receiving financial advice from a Financial Broker allows you to look at your financial future with much greater confidence. You’ll have an expert in your corner looking out for your best interests, ensuring you maximise the value and impact of your financial resources. You also have an experienced professional to bounce ideas off, who can objectively assess your situation and provide sound advice.

Greater Financial Security

Suppose you get married and decide to provide financial security for your spouse in the event of your death. How much coverage do you need: €50,000, €100,000, or €200,000? Getting financial advice helps you answer these crucial questions. A Financial Broker will evaluate the financial impact of your death, assess the security you already have in place, and plan accordingly. The answer may very well be far more than the amounts you initially considered.

Maximise Your Financial Resources

Receiving ongoing financial advice can result in increased wealth. In 2023, Brokers Ireland conducted a survey, “Value of Advice Report” among non-advised consumers and those who receive advice at least once a year. The value of the pension funds of advised consumers was 80% higher, and they also held more than twice as much in savings and investments. Using the services of a professional Financial Broker leads to better financial outcomes. And at the end of the day, that is what we all want—better financial outcomes.

So, ask yourself—can you afford not to get professional financial advice?