Our advisors are committed to helping people around Ireland achieve their financial goals.
Book an appointment with one of our financial advisors, virtually or in-person.
Free financial planning for couples
Having a financial plan to reach your dreams might not sound so romantic but it’s one of the key ingredients for a harmonious relationship. Having the ‘money’ conversation and being open about your finances from the beginning can really set you on the right path as a couple.
At Irish Life Financial Services, we offer couples a complimentary financial review meeting with one of our qualified Financial Advisors - in person, over the phone, or by video link.
What is covered in your meeting?
A meeting on your own or with a partner to understand your current situation, set objectives and create a clear financial plan where you’re in control and to set you on the path to achieve your goals.
Assess your current financial situation.
Set short & long-term financial goals.
Identify any potential financial gaps.
Protect, grow & replace your income.
Full financial plan for the future.
Free annual review.
Free annual follow up meeting
Life happens and priorities change as time goes by - so we check in with you once a year to see how you’re doing. A fresh look at your financial life plan can help you refocus on what really matters so you can tweak things as you go. The best financial plan gives you options and the flexibility to take a detour if you need to.
Free consultation
Want to talk to an expert?
Irish Life Financial Services Limited, trading as Irish Life, is regulated by the Central Bank of Ireland. Irish Life Financial Services is an insurance intermediary tied to Irish Life Assurance for life and pensions.
What happens in your appointment?
Get an evaluation of your finances
Get answers to your questions
Get a free personalised plan
Get the right recommendations
“Use 60 mins to invest in your life, it’s time well spent on your future.”
- Linda Moran
Financial Advisor Irish Life