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FINANCIAL PLANNING AND WEALTH MANAGEMENT

 

The accumulation and protection of assets and income to ensure you have the money for your lifestyle when you need it.

Using exclusive Financial Planning software and techniques we can help you plan your present and future finances with confidence.

We do this by analysing your position, alerting you of better opportunities or products, and taking action on agreed recommendations.

  • Projects your future circumstances
  • Highlights shortfalls to your expectations
  • Saves you money if possible on your current commitments e.g. better value policies or investments
  • Highlights under performers on Investments, savings, deposits, reliefs not being utilised, etc.
  • Protects your income, your assets and your lifestyle
  • Gives you financial direction and purpose for the life you want for you and yours.

Call 01-6544 522 or email info@prfinance.ie 

to arrange an informal chat at no expense or obligation to you to see how Financial Planning can make the difference for you

 

 

 

 

 

 

 

Call 01-6544 522 or email info@prfinance.ie 

to arrange an informal chat at no expense or obligation to you to see how Financial Planning can make the difference for you

 

     
     
     
 
 


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