CK Financial Solutions
John’s profile – cautious
John is 67 and has an ARF, which is currently valued at €100,000 He has recently retired and has investments in addition to his ARF which he is using for income. John is concerned about the possibility of short term losses and has a low risk tolerance. He prefers non volatile investments but still wants […]
I want to buy a Property
Mortgages We can arrange mortgages for you and can be very instrumental in securing loans and raising finance thanks to CK Financial Solutions holding a mortgage agency through PIBA (Professional Insurance Brokers Association). We will negotiate on your behalf to ensure you achieve the best deal at a cost and within a time frame that […]
I want to plan around my existing business I wish to plan in advance towards my exit from my business
They say failure to plan is like planning to fail. Every business needs a plan and as an owner of a business, you recognise the importance of a strategic plan to ensure that your objectives are prioritised and met. Whether you’d like to expand your business, review your current business plan and track progress, or […]
I want to buy shares
Shares We offer an introduction to share dealing services on behalf of our clients for both frequent and infrequent traders who wish to trade in publicly listed companies. For more information about share dealing contact Sheila or Declan on 044 9330729 or info@ckfinancials.ie AAA C.K. Life Pensions and Mortgages Limited t/a CK Financial Solutions is […]
I wish to have professional support in my negotiations with my bank.
Better banking facilities can make a big difference to your personal life and your business. We can assist and support you in your dealings with your bank. This may be where you would like us to work with you in your preparing for your bank meetings or perhaps where you would also like us to attend […]
I want to increase my investment returns
Investment options We offer a wide range of investment options across different asset classes to suit all budgets and risk profiles. We can build a portfolio that matches any investment profile and can be as simple or as sophisticated as you like. We can access and assess investment options from a number of providers. Deposits […]
I want to consolidate my pensions / investments
Having a clear view of all your existing pensions and investments can be quite a challenging task and bringing them together can help you make sense of where your money is invested and how it’s performing. Consolidating your portfolio can facilitate your investment decisions and eliminate a lot of costs and paperwork. . For an […]
I am about to retire and need to maximise my post retirement pension options
Post Retirement Planning /Pension post retirement Approved Retirement Funds (ARFs) Approved Minimum Retirement Funds (AMRF) PRSAs Annuities Approved Retirement Fund (ARF) . Approved retirement funds (ARFs) are retirement contracts in which you can invest all or part of your pension fund and from which you can then draw an income as you see fit. They […]
I am a part shareholder in my business and wish to find out more about business protection to protect my business interests and also my family
What would happen to your business in the event of death of your business partner / co director? As a surviving co director, you could lose control of your business. To protect your business and avoid cash flow problems that may arise after losing the deceased’s income, you need a business cover that will give […]
My retirement plans needed to be monitored more closely and need more active decisions
Whether you’re looking for a simple PRSA, or want to be in control of your pension and self- direct your investment, or leave the task to us, we will put together a retirement plan that will enable you to build the maximum fund possible and will reduce your tax liability.A secure financial plan can guarantee […]
