At DW Financial we offer advice on all aspects of financial planning but specialise in pensions & investments. When it comes to planning and saving for retirement the word pension can be daunting.
At DW Financial we offer a free consultation during which we will talk you through all aspects of planning for retirement including setting up a new or reviewing an existing pension.
We do this in a relaxed jargon free environment. We understand that in today’s world time is precious, so we work to accommodate you, we can arrange your consultation in our office, your home, work or a location that suits you.
If the meeting is in our office, you can avail of up to two hours free parking in the Supervalu car park.
A free consultation usually last up to one hour and covers the following
- Your age, marital status, family circumstances, occupation
- Your finances, income, outgoings.
- Your financial goals
- Your plan between now and retirement
- Your wishes for retirement
From the information we discuss in your free consultation we design your tailored financial plan and present our recommendations.
From there if you are happy to proceed, we will implement your desired plan.
Once your plan is in place, we continually monitor it in the back round and depending on your term to retirement recommend annual or biannual reviews.
Why choose DW Financial?
Over the last 35 years we have built our reputation on the level of service we offer. As a broker you our client are always put first and it’s your plan that we help implement and maintain.
When it comes to retirement planning, saving for retirement and pensions we get asked a multitude of questions. Some are quite simple to answer and others more difficult, but all are relevant to how you look at planning for retirement.
Firstly, what is a pension. Simply put pension plan is a long-term savings plan, where regular amounts and/or once-off lump sums are built up into a fund for retirement.
There are various ways of saving for retirement and various pensions available to people, some examples of these are
What DW Financial will do for you
Review your current financial details.
Discuss your planned retirement age.
Discuss the type of retirement you would like.
Review existing or old pension plans.
Access your attitude to risk.
Access your aptitude for loss.
Access suitable funds.
Create a retirement plan.
Set up a suitable pension policy(s).
Regularly review your pension’s performance.
Arrange annually or bi-annually reviews.
Book a complimentary consultation.
This only takes 1 hour.
The meeting will be in our office or a location of your choice.
Discuss your needs and requirements.
Complete a Fact Find.
Book a 2nd appointment where the findings will be explained and a retirement plan can be implemented.
“Get the advice you need at DW Financial“