Executive Pensions If you are a company owner, director or senior executive then an Executive Pension is possibly the most tax-efficient and secure way for you to save for your retirement. An Executive Pension will also ensure you and your business maximise the generous tax advantages available. We will help you establish and run
Personal Pensions Planning ahead for your retirement is one of the most important financial decisions you will ever make. That’s why it’s so important to get it right and ensure that your retirement years are as secure and enjoyable as possible. At Southeast Financial Services we will help you make the right decisions for
Time to Review Your Life Insurance? Most people just take out a life policy, stick it in a drawer and never look at it again. You should review your life insurance or mortgage protection every few years. Check if there is better cover available or if you can get better value elsewhere. Did you know that
Income Protection An Income Protection policy is a simple, tax efficient & inexpensive plan that provides you with a source of income if you are unfortunate enough to be out of work and suffer a loss of earnings as a result of a illness, disability, an injury or an accident If you were unable to
Health Insurance in Ireland AVIVA Health & why choose a broker? Consistently better prices across the plans Dealing with a local broker who will find the best available plan and be there when you need us. AVIVA Plans are less complicated and easier to understand AVIVA is a trustworthy brand with excellent track records
Pensions Southeast Financial Services deal with most of the major Irish Pensions Companies and can provide advice and planning on your pension options including : Personal Pensions Company Pension Schemes, AVC – Additional Voluntary Contribution, PRSA’s – Personal Retirement Saving’s Account, ARF’s, Retirement Options Pension Audit A pension plan will replace part of your
Savings & Investments How do I plan for a rainy day? It’s easy; if you start saving now you can build up a cash fund. We now more than ever before that we need to take responsibility for our own futures. Practical questions, such as: What will School/Collage Education costs be? Will I be able
Whole Life Policy: A whole of life policy is taken out with the intention of covering you for all of your life. There is no set term on the policy, it will continue forever. Sounds good eh, but there are some downsides; It is expensive. Because you are covering yourself until you die, the cost
Serious Illness Cover Serious Illness/Critical Illness Insurance pays out a tax-free lump sum if you are diagnosed with one of the specific illnesses or disabilities that your policy covers. It can be provided as an extra benefit on a Life Assurance or Mortgage protection policy or it can be provided as a standalone product. Typically