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 […]
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 […]
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 […]
