Financial Planning – The Life Changing Benefits

“Why should I bother putting a financial plan in place. Sure, with so much going on life is busy enough. And, to be honest, I wouldn’t know where to start. With HSE pensions, investments, property, private pensions not to mention day to day living expenses it’s just too complicated and would take too much time. I’m sure things will work out in the end”

This was the thrust of an initial conversation that I had with a medical consultant a number of years ago and one which has been echoed by many since. And, considering the approach and advice that some medical consultants have received in the past it is quite understandable.

However, it is worth reminding ourselves of the wider and deeper real benefits of financial planning and how it can positively impact on your life and family.

Why Bother?

Imagine being in a position where instead of wasting time and energy worrying and speculating about your future you have the reassurance of knowing that you have a long-term, all-inclusive lifestyle financial plan in place. The primary benefit of such a plan is peace of mind which in itself can precipitate a multitude of benefits such as:

  • Reduced stress
  • Better relationships
  • Improved working efficiency
  • Improved work/life balance
  • Increased sense of control of your future

I have personally witnessed some of these benefits emerging relatively quickly during the formation of lifestyle financial plans as clients take the guess work out of their future.

This approach to planning is a game changer. It is very much Big Picture” first, looking at what you want from life and then implementing an ongoing plan to achieve this. By using state of the art financial planning tools, coupled with expert independent advice, this planning incorporates all elements of your known income, expenditure, savings, protection, pensions and future goals to create a lifestyle plan that delivers these deeper benefits.


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