Case Studies – SME

Executive director in family run business, age 59, married, combined incomes €83,000 all children financially independent. Adequate protection in place, no mortgage or loans. Primary concern, his retirement plan, normal retirement age 65.Saving 1500 per month.

Read More »

Would you like a call to find out how we can help you and your family realise your financial goals?

Get every new post on this blog delivered to your Inbox.

Join other followers: