6 tips for a clearer financial future
How can we help you this year?
We are all full of good intentions at this time of the year - more time with family, exercise more, save more, start a pension, address the work/life balance, ditch the bad habits - however, keeping on track is sometimes not as easy.
Research carried out by Standard Life revealed that people who are advised by a Financial Broker have almost three times more savings than someone who goes it alone.
We can help you achieve these results in a number of ways - here are some ways we can assist.
1. Be confident about money
We can provide clarity on your current financial position, what you want to achieve and how you can get there.
Be clear on where everything is, what needs to be done provides certainty and increases confidence to make change(s).
We will highlight your key numbers and how these can be improved.
2. Make better choices
Knowledge - Being better informed, having better insight into your options and the impact smaller decisions will have on your longer term outcome are key parts of financial planning.
Choice - We have access to the strongest financial providers and access to investment solutions on a global scale.
Technology - We use the latest technology to allow you to visualise your financial plan today. By seeing what small changes can do to improve the longer term picture is very empowering.
3. Your bigger picture
Is the bigger picture about - having enough to ensure retirement is on your terms, making sure that those you love the most are taken care of in the unlikely event of an accident or death, freedom to be generous to the people and causes you care most about.
4. Incorporating values into your financial plan
Your values, unique needs and financial position should play a key role on how we help build your longer term financial plan.
We will help you better understand the options available to you via Environmental, Social and Governance ESG and Impact investment funds.
5. Keep on track
Investment markets are always going to be volatile. This is never going to change and this is a healthy thing.
Timing investments into and out of markets is very difficult, if fact almost impossible to get correct. Having over 20 years experience of volatile markets will ensure you are better informed and maximise returns over the longer term. Ensuring that your funds are invested into funds that are appropriate for your investment goal.
6. Know more about your risk appetite and more about the risk versus return trade-off
If you are seeking a greater financial reward and are comfortable taking a risk, we will find a portfolio that will deliver greater returns over the longer term.
Minimum 5 years, ideally 7 years.
We are here to help you prepare for your future, now.
Your strategy should provide for emergency reserves, risk protection and wealth accumulation.
Our advice will guide you to select the correct mix of products and solutions based upon your needs, priorities, life goals and circumstances.
Want to know more? We are available to discuss your options, and we look forward to hearing from you.
Our job is to help you choose a product and structure that will help you meet your goals.
telephone | 091441188 and/or email | office@nelsonlife.ie
RETIREMENT & PENSIONS | INVESTMENTS | FINANCIAL PLANNING | LIFE INSURANCE
Nelson Life Limited trading as Nelson Life is regulated by the Central Bank of Ireland.
WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice. 1.