Retirement Planning Advice
At DW Financial we are here to help you understand every aspect of your retirement planning. When it comes to planning and saving for retirement the word pension can be daunting.
We offer a free consultation during which we will talk you through all aspects of planning for retirement including setting up a new pension or reviewing an existing one. We do this in a relaxed jargon free environment. We will discuss the pension options that are available to you and how best to achieve your retirement goals. We understand that in today’s world, time is precious so we work to accommodate you. We can arrange for your consultation to be in our office, your home, by video call or a location that suits you best.
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 lasts up to one hour and covers the following:
• Your age, marital status, family circumstances.
• Your finances: occupation, income, outgoings.
• Your financial goals.
• Your plan between now and retirement.
• Your wishes for retirement.
From the information gathered we design your tailored financial plan and present our recommendations. If you are happy to proceed, we will implement your desired plan. Once your plan is in place, we monitor its performance and depending on your term to retirement we will recommend annual or biannual reviews.
“Get the advice you need at DW Financial“
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 pension plans or pensions from previous employments.
Assess your risk profile.
Assess suitable funds.
Create a retirement plan.
Set up a suitable pension policy(or policies).
Regularly review your pension’s performance.
Arrange annual or bi-annual reviews.
Book a complimentary consultation.
This only takes one 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 second appointment where the findings will be explained and a retirement plan can be implemented.