Financial Planning
Find out more on how you can plan ahead your future
Irish Life Financial Services helping Mallow Credit Union Members build better futures, to be better planned & better protected.
What would happen to your family’s finances if your income stopped?
If illness or injury affected your income, could you keep your family secure? And how will you plan for the milestones to come — your children going to college, or your own retirement? These questions can feel daunting. Financial planning gives you peace of mind and helps you take care of the things that matter most.
Who are Irish Life Financial Services and what do they do?
Irish Life Financial Services is an insurance intermediary that can review your protection, retirement, savings and investment needs, and they offer a full financial review with one of their Qualified Financial Advisers. This can be done online or over the phone at a time and place that suits you, taking just 45-60 minutes of your time. There is no obligation to purchase and all information you provide is private and confidential.
Irish Life Financial Services is tied to Irish Life Assurance for life and pensions, so any products recommended by Irish Life Financial Services will be from Irish Life Assurance, one of Ireland’s leading life and pension providers.
Irish Life Financial Services Limited is regulated by the Central Bank of Ireland. Irish Life Assurance plc is regulated by the Central Bank of Ireland.
FINANCIAL REVIEW
Be better planned and better protected
With Irish Life Financial Services, you can sit down with a Qualified Financial Adviser to review your protection, retirement, savings and investment needs — online or by phone, whenever suits you. It takes just 45–60 minutes, there’s no obligation to buy, and everything you share stays private. Here’s how it works, what you’ll get, and how to arrange yours.
The Financial Review – Step by Step
- Find out about you
- Identify your needs
- Agree your priorities
- Consider your options
What Do You Get?
You will get a personalised report detailing your current financial status and options to consider, including the steps needed to help protect you and your family, and how to plan ahead for the future. Then it’s up to you to decide what to do next.
Arranging a Financial Review
Irish Life Financial Services have a team of financial advisers ready to help get you started with your financial planning. Why not take the first steps in Financial Planning with Irish Life Financial Services?
They just need a few basic contact details from you to get started.
Irish Life Financial Services is tied to Irish Life Assurance plc. for life and pensions business.
Irish Life Financial Services Limited is regulated by the Central Bank of Ireland.
Irish Life Assurance plc is regulated by the Central Bank of Ireland.