Looking for Financial Advice?

Looking for Financial Advice?
The Clare People, 6 Sep 2011 - Download PDF

Carey Corbett Financial Solutions can provide expert financial advice to you over the phone, or in person.  There is no cost associated with a financial review and there is no obligation to purchase anything. If you are unsure about the financial advice process, here is an overview guide that may help.

Insurance Policy Review Service

The Insurance Policy Review Service is designed for individuals, families and businesses with existing protection contracts - such as life assurance, income protection, specified serious illness, car, house, or business insurance - who want to ensure they have the right cover at the right price.
Imagine if we could save you €75 per month on your insurance outgoings.  Over a 20-year period, this could be worth €18,000 in premium savings alone.

What is the purpose of the Insurance Policy Review Service?
Quite simply, our Insurance Policy Review Service will tell you the following regarding your existing plans:

• Cost of Cover – are you paying too much?
• Level of Cover – do you have too much or too little?
• Cover Benefits – do you understand the benefits of your plan?
• Type of Plan – is your plan suitable for your needs?

Because you will find that by speaking to us you could:

• Make significant savings to your monthly outgoings.
• Gain valuable peace of mind that your family will have financial security in the event of your death or illness.

Bespoke Financial Planning

A Bespoke Financial Plan puts your financial affairs in order and lets you get on with the other areas of your life. Every anniversary we revisit the plan with you to take account of any updates and changes in your circumstances.

You will benefit from our Bespoke Financial Planning service if you want advice on:
• Saving today to make the most of tomorrow.
• Preparing for the unexpected in life such as illness or premature death.
• Planning ahead for future liabilities such as children’s education costs.
• Planning ahead for retirement.
• Investing a lump sum now for use in the future.
• Car, home and business insurance
• Reducing your existing insurance outgoings.

In Carey Corbett Financial Solutions, we understand that the needs and circumstances of all our clients are different and that is why we:

• Meet with you to gather information concerning your existing financial arrangements. and we discuss with you your financial goals for the future.
• Conduct a review of the information we’ve gathered to see if your existing financial arrangements are conducive with your financial goals.
• Prepare a Financial Report providing a summary overview and making recommendations in key areas to set you on your way to achieving your financial goals.
• Meet you every year to take into account changes in your circumstances and to provide you with updates on your policies while also making you aware of any new market developments.

Education Funding Plan

We know from experience that if you want to ensure you have the required education fund accumulated in time for your child’s entry to university then you will need to stick to the four golden rules:
• Know how much to save on a regular basis.
• Invest in a savings plan that offers real potential for long-term growth.
• Regularly review the savings plan.
• Stick to the discipline of saving.

Sounds simple doesn’t it? And it is, with our assistance. So don’t put off saving for your child’s future any longer.
Contact Carey Corbett Financial Solutions today on:
Phone: 065-6893540
Email: info@careycorbett.com