At IFG Cork we believe that meeting with our clients and going through a value-added financial planning session is vital in ensuring that we grow, preserve and transfer our client’s wealth in the most efficient manner possible.
Our financial advisors will review your financial situation and take any actions necessary to ensure that you are taking full advantage of all opportunities to increase and preserve your hard earned assets.
IFG Cork’s wealth management services will allow you to manage your assets and your loan to value ratio, maximize your returns in a tax-efficient manner and utilize your pension as a means of creating wealth and incorporate succession planning so as to ease the transition when the time comes.
Financial Independence means different things to different people. Depending on your arrangements you might want to retire, enjoy life and your family. Alternatively you may want to accomplish some of the goals you have postponed until now, both professional and personal.
For some it may mean slowing down and retiring and for others it may mean doing what you always wanted to do, both professionally and personally. We will help you achieve your Financial Goals and keep them under review on an annual basis with our complimentary review.
Our financial health-check will look at your current financial situation, review your goals and put an action plan together to help you achieve your goals. The process is managed by your dedicated Financial Advisor who has real experience and expertise. They will also have access to experts in Legal, Tax, Finance, Pension, Investment and Property.
Step 1-Review of current situation which may include:
- Portfolio Review
- Income, Debt and Asset Review
- Pension and Investment Review
- Risk Profile
Step 2-We will review this information and provide a recommendation report to you which will highlight the current issues and solutions
Step 3-We will implement the agreed recommendations for you and ensure that they are put in place.
Step 4-Complimentary Annual Review to ensure that any changes are taken into account:
- Personal circumstances change
- Market changes-Products, Rates, Interest Rates, Funds
- Regulatory changes
Our status as an independent broker strengthens our range of leading products which are available to us through our large panel of product providers. This large panel gives us the opportunity to offer you tailored solutions.
