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 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 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 […]
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 […]
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 […]
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 […]
