Our service is based upon providing top quality financial planning advice and in this regard we use a first class financial planning software package. This allows us to carry out a complete assessment of all aspects of your personal and family finances. This Personal Finance Review is a free service which is totally confidential and there is no obligation to purchase any financial products.

Once completed, a detailed report will be sent to you which will act as an agenda and reference for your future financial planning.

Of particular interest might be discussing what options are available with regard to SSIA’s. A number of our customers have already shown a keen interest in this area. There are a number of options available, ranging from funds which are suited to the ‘Regular Saver’ to those who seek exposure to global equity markets through lump sum investments. All options can easily be explored further, during your review.

To arrange your Personal Finance Review please contact John Mullane on 087 2511 916 or by email john@johnmullane.net.