Financial Planning
Our financial planning journey helps you to understand what is most important to you in life. We will help you to identify what needs to be in place to maintain the lifestyle you and your family want. Our approach looks at where you are at today and where you want to be in the future.
How we work
At Brazil Financial Planning we put our clients at the very core of our financial planning service. We firmly believe that it’s only by understanding you, your unique personal circumstances, your objectives and your aspirations that we can deliver the professional service that you are entitled to.
We want to help you to realise your long-term financial goals, whilst managing risk and providing protection along the way. We will give you investment advice as well as product advice tailored to suit your financial plan. To achieve this, we believe in developing long-term relationships with all clients and their families.
Recommended Reading
We have selected a few financial planning articles from Rory's blog that might interest you.
How to Plan For Your Retirement
Depending on your age, the State retirement age in Ireland is between 66 and 68, which is when you’ll receive the Irish State Pension if you have enough PRSI contributions. But what if you could shave five or even ten years off...
Are You Reluctant to Plan For The Future?
Have you started to think beyond the current global situation yet? Does it feel like there’s a glimmer of light at the end of this dark tunnel? Or are you continuing to feel a reluctance about planning for your financial future?...
3 Reasons Why Financial Planning is Important
Would you take a road trip without checking out the route and destination first? Probably not. To get the best out of the trip, you would plan accordingly. Perhaps you would include a few exciting stops along the way and make the most...
Live for Today, Plan for Your Financial Tomorrow
Taking steps to secure your future allows you to live in the moment and enjoy life with your family and friends. We’ve all experienced tough times of late, but that doesn’t mean our future wants and needs can’t be planned for...
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.