Do you need more clarity with your retirement planning?
Phone Jim or Michael today and have your Approved Retirement Fund questions answered. Call us on 01 5267770.
✓ Poor or Erratic Investment Performance – We can review the investment funds you have in your ARF and develop a more sustainable suite of funds for you.
✓ Lack of Communication – We commit to meeting with our clients at least every 12 months. We feel this level of interaction is important as there are many issues and ongoing decisions that need to be made with your ARF investment and how it fits into your retirement needs. For example:
✔ Your Health status may change
✔ Changes to Family Circumstances
✔ Changes to your Income Needs
✔ Tax Law Changes
✔ Investment Market Volatility
If you are unhappy with your existing Approved Retirement Fund please contact us. We have the skills and the team to provide expert retirement and pension planning advice. You will possibly have your Approved Retirement Fund (ARF) as a significant financial asset for the next 20 – 30 years, so it’s important you make the most of this valuable asset.
Feel free to contact us at:
Phone: 01 5267770
I always found them to be ethical, client focused and more than willing to go the extra mile for me.
Michael has always fulfilled his initial commitment to undertake regular reviews and engage in proactive meetings which keep me well informed. I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.