Protecting You, Your Family & Your Business

Whether it’s because of a lack of willingness to acknowledge our human frailties of possible illness and impending mortality or a lack of foresight to think through the impact that these situations might generate many people fail to financially protect themselves.

A key component of any financial plan is to make sure that if you don’t have sufficient funds saved or invested for unforeseen events is that you insure the financial consequences that may arise in either your personal life or, if you have one, your business.

Providing For Your Family

Our approach to this perspective is to always advise our clients that they need to have access to an adequate income at all times through their own endeavours, accumulated wealth, personal insurance or State Support. Similarly, families need protection especially those who are dependent upon and may be vulnerable to the loss of a bread winner.

After all, what is the point in having dreams and goals for a family only to see them curtailed or even ended dramatically when the source of funding is no longer alive or in good health?


Businesses Need To Be Protected Too

Businesses are likewise dependent on the welfare of their employees and business

  • A key person to the organisation may be responsible for the generation of specific financial contributions, the development of a new product or the retention of profitable clients. If they die, an income stream may die with them.
  • In the event of the death of a shareholder in a business it may be more beneficial to both next of kin and the surviving business owners for the deceased’s shareholding to be bought out by the company.

Protecting Your Employees And Their Families

Considerate employers who have the best interests of their employees at heart often arrange Group Risk Protection Cover which pay out a lump sum as a multiple of their salary to the next of kin or a replacement of income against the effects of a long term illness or a major accident.

Protecting Your

Using Our Services

How We Work

As one of Ireland’s leading financial planning firms based in south Dublin, there’s very little we haven’t encountered to help our clients prepare for. Our experience, technical knowledge and willingness to see things from your perspective means that whatever you have in mind for you and your family’s future we can help you plan the best way to get there.

Learn More

What The Aspire Life Plan™ Provides

We look for more than the financial facts and need to understand what shapes your goals and aspirations and how you want to live your future life.
Learn More

How We Are Paid

We are a fee based financial planning firm. This means that we can focus on delivering the best advice for our clients needs and aren’t compromised by ties to financial product providers such as investment companies and pension providers.
Learn More
Find Out How We Can Help You

Improve your financial future by arranging a call back or online meeting.

Simply book yourself into an appointment at one of our available times.