Oh boy! This will be really short! I was really frustrated reading this article ‘More than 80% worried about Financial Security in Retirement Study‘ in the Irish Times last month:

 

There is absolutely no reason whatsoever why people need to approach retirement with trepidation. In order to make informed decisions about what the future holds and what actions you need to take in order to live the life that you want, you need a long-term financial plan.

 

“Proper” financial planning is a relatively new concept in Ireland. We are on a mission at Metis Ireland to be pioneers in providing “PROPER” financial planning. We can’t do it on our own though and it is great to see a handful of other firms starting to provide this type of service. You’ll have to tread carefully though – the vast majority of “financial advisors” are product sellers and have no idea how to prepare a long-term financial plan.

 

Here’s what we do for our clients:

 

  • You receive a clear financial road map to put you and your family in the best possible position to achieve your Lifestyle goals. We call this the Metis LifePlan (click on image below):

Our Metis LifePlan

 

We devise a long-term financial plan that provides clarity, structure and peace of mind for busy and successful people.

 

  • Metis is the Greek Goddess of Good Counsel, Planning & Wisdom. This is what we do every day and Metis Ireland is now widely regarded as Ireland’s leading Financial Planning firm.
  • Real financial planning is about finding the answers to really important questions like:
    • Are we going to be ok?
    • Do we have enough?
    • What about the kids?

Let’s talk about your goals, dreams and aspirations! Yes, really!!

 

 “A dream is just a dream. A goal is a dream with a plan and a deadline.”

 

Our clients will not be in the 80% mentioned in the article. There is no reason why you should be. Find a “proper” financial planning firm, get a long-term financial plan and review the plan every year.

 

The answers are out there. You owe it to yourself and your family to find the answers. What value would you put on peace of mind?

 

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.

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 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.