We work in three key areas of support.
Invest, protect and retire.
Invest
Our Investment Advisory service is as follows:
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Investment Overview – we review and analyse a wide range of investment providers to recommend the most appropriate investment for your needs.
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Risk Assessment – we provide comprehensive risk profiling to ensure your investment is tailored around your capacity for risk.
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Investment Strategy – we outline a detailed investment strategy and fund performance illustrations in line with your goals.
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Ongoing review – we provide ongoing advice with an annual review meeting to guide you through your Investment journey.
Protect
Protecting your assets and what matters most to you is critically important for your financial security.
We provide a Protection Assessment to identify possible solutions that will deliver financial security for you and your family in the following areas:
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Income Protection – Income protection helps you maintain your lifestyle by giving you a monthly income if illness or injury prevents you from working for a period of time.
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Life & Serious Illness Cover – Life assurance pays out a fixed lump sum in the event of death. Serious illness cover pays out a fixed lump sum if you are diagnosed with a specified illness covered by the policy.
Retire
Our Retirement Planning Service is as follows:
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Investment Overview – we review and analyse a wide range of investment providers to recommend the most appropriate investment for your needs.
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Risk Assessment – we provide comprehensive risk profiling to ensure your investment is tailored around your capacity for risk.
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Investment Strategy – we outline a detailed investment strategy and fund performance illustrations in line with your goals.
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Ongoing review – we provide ongoing advice with an annual review meeting to guide you through your Investment journey.
Recommended Reading
We have selected a few financial advice articles from Rory's blog that might interest you.
Why Put Your Trust in a Financial Advisor?
When dealing with financial management, trust must be built in the early
stages of the client and financial advisor relationship
Long-Term Investment vs Running a Marathon
Have you ever signed up to run a marathon? Have you ever thought about your long-term investment plans? These two topics might seem worlds apart, but the similarities are closer than you think.
Creating Financial Independence
It could mean having enough money to retire early, creating a savings fund, or being able to buy a house. In truth, financial independence is unique to each of us...
Planning for Short, Medium, and Long Term Financial Goals
Goal setting may feel better suited to a business brainstorming session or a motivational platform, but understanding your short, medium, and long term goals creates enormous benefits for your financial future
Get in Touch Today
Brazil Financial
77 Lower Camden Street
Dublin
D02 XE80
Call us: +(353) 86 824 7542
Email Rory: rory@brazilfinancial.ie
Or fill in the form below.