Category Financial Planning

The Zurich Life Promotion is now a couple of weeks old and the 5% discount available on new mortgage protection, life assurance and serious illness policies or 2 months premium cashback is proving popular. If you have taken out mortgage protection, or life assurance in the last 10 years it might be time to review …

Zurich Life have introduced a new life cover product “Cancer Cover”. It pays a lump sum benefit on the diagnosis of cancer of specified severity. Cancer cover is available to clients aged 18 to 60 and is available on a single, dual or joint life basis. The minimum premium is €10 per month. The minimum …

Some time back I prepared a blog on saving money for children based on grandparents helping out and then transferring as a tax free gift. This blog can be found here. In this blog I am just going to look briefly at the funds that can be accumulated by investing the child benefit received by …

Zurich Life are now offering a 5% Discount over policy term (up to a maximum monthly premium of €250) OR Cashback of 2 months premium (up to a max. of €500 cashback) on all new mortgage protection policies and term assurance policies. Now is a great time to review your protection needs. Contact us today …

I was at a network meeting recently where a group of local businesses promote their own business and refer business to each other. At the meeting there is an opportunity to talk for 60 seconds about your business and outline what you do. In recent times the clients I have been dealing with are focused …

This is a free event happening on 9th May 2012 at 7 pm which would be of interest to anyone who within the last 5 years has set up in business or anyone thinking of setting up in business. Click here to find out more Improving Your Business Flyer – May 9th 2012

Interested in seeing how your finances are looking on a weekly basis? Use the comprehensive budget planner on the NCA website. The site also has a Euro 2012 budget planner for all those lucky enough to be heading to Poland in the summer!

One of the largest Life Assurance companies in Ireland is set to become state owned in a reversal of the privatisation of the company in the 1990’s.  Although this is likely to be a short term solution with the government looking to sell the company again to recoup some cash for the Irish taxpayer. Full …

Ulster Bank have become the first in the market to offer customers to trade up or down and keep your tracker rate. Good news for those sitting on the fence because of this issue. One wonders how many people are really in a position to do this though. Time will tell. Link to an article …

Zurich Life has announced that their Price Buster Campaign has been extended to 5th April 2012! The offer is open to those who take out a mortgage protection / life assurance policy before this date. The offer is 5% discount or 2 months premiums cash back. Friends First offer of 2 months premium cashback is …