Money exists for one purpose: To help you do the things you need and want to do. At Life Goals we never forget this.
We're here to connect you, your money and the things that matter to you.
What We Do :
We're one of Ireland's leading firms of Financial Planners. Our role is simple. We find out where you are, where you want to be, and make a Financial Plan to connect the dots and get you there.
Everything else - Investments, Pensions, Bonds, Tax - is Detail. But we're really good at the Detail.
The Life Goals Team is trained to the highest national and international standards in the Financial Services sector. This means that you can be assured that all technical, legal, taxation or product related queries you may have will always be answered with accuracy and reliability to your complete satisfaction. This includes both personal lines and business sector needs
We specialise in :
-
Personal Financial Advice
-
Wealth Management & Investment
-
Employee Benefits
-
Group Pensions
-
Corporate Financial Planning
-
Succession Taxation Planning & Advice
-
Inheritance Tax
-
College Fees Advice & Planning
-
Retirement Planning, and Retirement Fund Investment
Our consultation service is designed to simplify everything and put you in control of your current and future Financial Planning and to ensure that your money is put to the best possible use in a competitive and tax efficient manner.
