Specialised Financial Advice for
Quantity Surveyors
We are Irelands only Financial Firm who specialise in financial advice for Quantity Surveyors.
We send logical advice to logical clients who make their own decisions.
As a Financial Advisor dedicated to serving Quantity Surveyors, we deeply admire your logical and rational approach. Your meticulous attention to detail and commitment to accuracy is to be admired.
We present you with clear, logical financial advice, empowering you to make informed and confident decisions.
Pension Report
As a quantity surveyor you change employers more than most, you likely have multiple small pension funds, creating confusion about how much you have where the funds are invested and what your income will be.
We will create a comprehensive pension report, consolidating all your pensions into a clear overview, providing projections, and helping you make informed decisions for a secure retirement.
This is a Free service for Quantity Surveyors.
Overpriced Financial Products
Ireland has a reputation for overpriced financial products. With thousands of clients throughout the country, we price-check hundreds of financial products every day.
We provide a service where we can price-check the financial products you hold against today’s market prices. There are almost always savings available.
Once you complete the form, we will send back a report detailing any financial products you are being overcharged for and present the most cost-effective options on the market.
- Mortgage Interest rates
- Pension fees
- Life Insurance Costs
- Income Protection Costs
- Insurance costs
- Investment fees
Full Financial Planning Service
Having a Financial Advisor prepare an overall financial plan offers numerous benefits. We provide personalized guidance tailored to your specific financial situation and goals. We can help you create a comprehensive strategy that covers all aspects of your finances, including budgeting, saving, investing, and retirement planning.
We ensure you make informed decisions, avoid common pitfalls, and take advantage of opportunities to maximize your wealth.
We also offer ongoing support and adjustments to your plan as your circumstances change. To enquire about creating an overall financial plan you can book a free appointment.
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Life Insurance
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Emergency Fund
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Income Protection
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Serious Illness cover
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Mortgage
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Pension
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Savings Funds
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Investing
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Inheritance Planning
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Business & Tax Planning
Talk to an Advisor who specialises with
Quantity Surveyors
Book a free assessment with a Financial Advisor who specializes in working with Quantity Surveyors. This consultation can be over the phone, face-to-face, or via video call. Get personalized financial advice tailored to your unique needs and ensure your financial future is secure. Click below to schedule your session.
Contact Us
- Curragh View House, Ballinagar, Tullamore, Ireland, R35XF38
Office Hours
Monday to Friday
9:00 am to 6:00 pm
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