Services for Individuals:
About Our Services
Your bank can only sell you their product. They will not advise you of the best deal in the market if it is not their product. Complete Financial researches all the products in the market, their pros and cons and recommends the best option to you. This is true impartiality. We work for you and not for the Bank.
Asset & Family Protection Advice
It is important to make sure you or your family won’t have financial problems if a misfortune like an accident, death or illness happens to you or a member of your family. Think of all the things that would still need to be paid for if you or your partner cannot work due to an accident or illness or you die – the mortgage, household bills, day-to-day expenses, children education, travel & holidays etc.We can compare and advise you on the very best protection policies designed to replace lost income and provide a money benefit when it is needed most.
Retirement planning is now a vital part of everyone’s financial plan. Ongoing uncertainty with Government legislation including tax free lump sum treatment, tax relief and old age pension means that it is even more important to have a financial plan in place to prepare for all eventualities. Having a proactive portfolio management plan in place will be vital to ensure that you have a comfortable and secure retirement.
Savings & Investments Advice
At Compete Financial we believe that meeting with our clients annually 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. We will review your financial situation and help you take any actions necessary to ensure that you are taking full advantage of all opportunities to increase and preserve your hard earned assets in a tax-efficient manner.
Wills & Tax Advice
Half of the Irish population avoid making a will. Without a will, it can be a time of great family discord as well as distress as the State determines who gets the money and assets and in what proportion.