Financial planning and financial advice
Think differently and talk to us about the "MyLifePlan".
Life is unpredictable. We all want more clarity and financial certainty about the future, especially into our later years.
At Nelson Life we are helping customers to change the way they make financial decisions - because of our experience, knowledge and utilising cutting edge technology.
Using modelling tools to project forward different scenarios, we are providing a more visual insight into both your financial well-being and will support making clearer decisions.
Visualise your financial plan
Test different scenarios
Understand the financial impact of key decisions
Plan for key life events
What Ifs
We hope this new way of presenting a “What If” financial plan is something that you will value and provide you with more certainty around financial advice.
The attainment of meaningful planning & investment requires a process and reliable strategy.
Taking control of your financial plan
We are now able to provide a deeper insight that includes addressing the following:
Understanding cash-flow: Where is your money going, month by month. For example, many customers want to know that they won't ever run out of money!
Emergency reserves & clearing debt: Ensuring there is enough set aside for the unexpected and there is a debt free date.
Being retirement ready: How much can you set aside each month to reach your goal.
Estate, Wills & and “What Ifs”: Making sure your dependents have certainty. Professional Legal advice, insurance planning, risk management, investment planning, income tax planning, retirement planning and estate planning.
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.