CK Financial Solutions
I wish to make provision to ensure my family would be financially secure if were to die
Protecting your income and your wealth Life cover Nothing can prepare a family for an untimely death. Life cover however, can ease the financial difficulties for a family in what is otherwise a very difficult time in their lives. We can tailor a life policy that would clear off any outstanding loans and provide your […]
Where can I make changes to my finances to save myself money?
As your consultant, we perform our duties as would your solicitor, accountant or tax advisor, providing you with research, advice and recommendations on all areas of finance including: Drafting business plans Negotiating with financial institutions on your behalf Review your existing portfolio Suggestions on how to rebalance or modify your investments Blueprint of overall financial […]
With the changing economic climate should I be making changes to my financial products and do they still offer good value for money?
Reducing costs is a key part of working our way through the current economic climate. As with the cost of many commodities in the current economic climate the cost of life cover, specified illness cover, home insurance etc. has come down therefore it is very timely to look at your outgoings to see if the […]
I wish to reassess my finances with an independent adviser
They say the only constant in life is change. That’s why no matter what plans you make in life, it’s important that you review them regularly to ensure that they always provide the best strategy to achieve your goals. We offer a financial review of your personal and business finances with no obligation to purchase. […]
Mary’s profile – moderate
Mary is 45 and she never took big risk in her life. She is paying €1,000 each month into her personal pension and her current fund is valued at €150,000. She is reluctant to speculate and wants to allocate a portion of her investment to equities while balancing her portfolio with more secure assets. These […]
Dave’s profile – speculative
Dave is 35 is paying €1,000 each month into his executive pension fund. His current fund is valued at €200,000. Dave is happy to take more risks in exchange of potentially higher returns in order to satisfy his investment objectives. He is not concerned about the possibility of short term losses and has a high […]
