Financial Services
At MadeSimple we provide comprehensive financial planning services to our clients.
Our areas of expertise include but are not limited to the following:
Our areas of expertise include but are not limited to the following:
Pensions
At MadeSimple we provide comprehensive advice on pensions for both Public and Private sector pensions, occupational pensions, AVCs and public sector pensions in Ireland. Our qualified financial advisors have the expertise to help you:
- Public Sector Pensions
- AVCs
- Private Sector Pensions (Occupational Pensions)
- Previous Pensions – Trace & Transfer
- Access Pension Cash Early
- Retirement – Pension Options (Draw down)
Savings & Investments
Saving regularly is a good habit for everyone regardless of their income size. The next step is to invest the accumulated money wisely and get them working for you in the most profitable way. A financial advisor will conduct a risk assessment with you and recommend the most suitable investments for you.
Life Protection
Life protection insurance provides cover for your income if you are not able to work due to illness or in the unfortunate event that you pass away. If you have someone who depends on you, life assurance can help fill the financial gap left in the event you are no longer there to support them.
Step 1
You – Complete a short online application form (approx. 5 mins).
Step 2
We – Generate your personal report that outlines your current benefits.
Step 3
Together – We schedule a review online (we use Zoom, or a platform you may suggest) or over the phone to discuss the report and what options are available to you.
After we complete the review, many employees are delighted to have their options regarding pension planning, salary protection, life protection, savings and investments explained to them so clearly. Not only that, but we can also set up policies for you all online in a very fast and efficient manner.
Get your personalised report today! You have nothing to lose!