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Financial Wellness

Priority Insurance & Finance Solutions provides a range of flexible financial education services, including open seminars, Mortgage and Financial Planning clinics, and one-on-one consultations. These services are delivered in an informal and comfortable setting to encourage engagement and discussion.

Financial education provides us all, employees, self-employed, employers, with a greater understanding of money and investments enabling us to make better financial decisions and plan more effectively for our future.

 

What is a Financial Plan?

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Goal 1

Set clear financial Goals

We will evaluate your current financial status, identify SMART financial objectives then break these down to short, medium & long term goals.

Goal 2

Protect you and your income

We will teach you how to safeguard your financial stability by giving you the skills to budget and diversify your income sources & investments.

Goal 3

Tailored Investment Solutions

Working hand in hand with you to develop an achievable, clear, user friendly investment plan which will guide you to the right investment option for you.

Goal 4

Retirement & Inheritance Planning

Secure your post - work years with guidance on how to make the most of your income. Assist with tailoring your retirement and inheritance strategies to ensure a sound future for you and your loved ones.

Goal 5

Cashflow & Forecasting Modelling

We use state of the art financial and forecasting modelling to project future financial scenarios taking all variables into account. These are stress tested and moulded to provide the best possible outcome for you.

* Financial education and financial planning are activities that are not regulated by the Central Bank of Ireland.