News/Special Offers

News

  • Were you a smoker when you took out your last policy more than 12 months ago and you have since become a non smoker or vaperer. If so you may be in for a pleasant surprise.
  • Reduce your d.i.r.t. tax bill by 50% by utilising old life and savings policies
  • Maximise your tax rebate by re looking at your tax return of last year and make a pension contribution for the previous tax year.
  • Protection on equity investment is available still
  • Get tax relief on your life assurance
  • Get the tax man to help pay for your illness protection
  • First time buyers, to buy a new home of €250,000 means a deposit of €25,000. Ask about the best way to organise this and the best way to approach a mortgage application.
  • Turned down for life cover
  • Offered differerent terms after disclosing illness refused critical illness - some offices will offer cancer cover where critical illness was rejected.
  • Compare your illness cover to another critical illness policy. 
  • We have on line access to assess and compare critical and life policy features.

Special Offers

You could save thousands by allowing us to review your existing and future financial plans

  • At any time there is at least one mortgage provider offering an incentive for switching to them
  • At any time there is at least one insurance provider offering an incentive to get a cheaper Mortgage protection or discount Free legal costs when switching mortgages
  • At any time there is at least one insurance provider offering an incentive for cheaper Illness protection currently available
  • At any time there is at least one pension provider offering an incentive of extra allocation
  • Enquire about the pension offers where some life companies offer discounts on charges or extra allocation around this time of year.
  • “Debt Consolidation” and “Equity Release” are available again on a limited basis e.g. you can remortgage your home to generate a deposit on your second house.

Why Use A Financial Broker?

Why Use A Financial Broker?

Warning: This new loan may take longer to pay off than your previous loans. This means you pay more than if you paid over a shorter term.

Warning: The cost of your monthly repayments may increase
Warning: If you do not keep up your repayments you may lose your home

Warning: Past performance is not a reliable guide to future performance.

Warning: The value of your investment can go down as well as up.
Warning: These funds may be affected by changes in currency exchange rates.

  As a Broker we must offer you the best advice, bank advisors or insurance company reps or tied agents do not have this requirement.

  We hold higher than the required amount of professional liability insurance this is not always the case with bank advisors or insurance company reps or tied agents.

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