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Are we going to be Ok ?

by | Sep 25, 2017 | AHEAD OF THE CURVE |

  • Are we safe?
  • Will we have enough money to last us our lifetime?
  • What happens if we both need to go into a nursing home?
  • Can we help out the kids?

 

These are some of the questions that we are frequently asked by our clients who are over 70. We are delighted to be able to answer the questions by producing a long term financial plan and point out where things are possible and maybe where things are not. You see it is our job to sometimes tell the uncomfortable truths and not comforting lies.

 

Which brings me to the next issue. We are seldom asked by our clients under age 70, these questions. But when we take time to sit down and ask the right questions, we find that these indeed are the most important questions to them. It isn’t whether their pension portfolio beat the benchmark over the past 12 months. But that’s the thing – the pension portfolio question is often the opener.

 

If you want answers to the questions set out above, then you need to talk to an expert Financial Planning Firm. You need a long term Financial Plan that you believe in and you need a Financial Planner that you can trust. Focus on you and your family – not the S & P 500 index!

 

Put simply, there are very few Financial Planning Firms in Ireland today that can answer with confidence the question:

 

Are We Going To Be OK?

But the fact that you are reading this means that you know one of those firms already! Contact us and we would be happy for one of our experts to sit down and have a cup of coffee with you. It goes without saying that all discussions are in the strictest confidence.

 

Carl Widger

Co-Founder & Director

Disclaimer

Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.

All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified independent financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts