Step-by-Step Process:

 

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 a leading broker strengthens our range of 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.

 

    • What our clients say about us:

      David Murphy is a true asset

      Trevor Timmins,
      Fairhill, Co. Cork

      I would highly commend Complete Financial.

      Siobhan Kelly,
      Tivoli, Co. Cork

      I have no hesitation recommending Complete Financial

      Carrie Shanahan & Darren Whitty
      Carrigtwohill, Co. Cork

      Fergus was more than helpful

      Marguerite Murphy,
      Mallow, Co. Cork

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