Financial Planning
The most successful people in the world have a robust financial plan in place, which they review and amend as life goes on. Start your financial planning today, and stop leaving the future to chance.
Tailored to your goals
Advice built around your circumstances, not a template.
An annual review
We reassess your arrangements whenever things change.
Clients across Ireland
Wherever you are, the same team looks after your plan.
Financial Planning video provided by Zurich Life Investments
Certified Financial Advisors
You could be pondering the thought of your children’s future education costs, considering an investment in a business venture or looking for ways to mitigate financial risks. Our financial advisors provide expert advice tailored to your specific needs and goals. We believe that financial success is within everyone’s reach, and we’re committed to helping you achieve it.
With us by your side, you’ll have the guidance and support you need to make informed financial decisions at every stage of your life.
What Is Financial Planning?
Financial planning is a process that helps individuals and families create a roadmap for their financial future. It involves setting financial goals, assessing current financial situations, and developing strategies to achieve those goals.
It allows for a comprehensive evaluation of one’s financial health and helps identify areas for improvement. Financial planning also takes into account factors such as risk tolerance, time horizons, and individual circumstances to develop personalised strategies.
Five Things We Look At
Your income
Your expenses
Your savings
Your investments
Your debts
Through financial planning, individuals can effectively manage all five, and see where the gaps are.
Do I Really Need a Financial Planning Service?
We all know that nothing stays the same, so when things change we will be there to review and assess your existing arrangements. We have clients throughout Ireland, who enjoy an annual review and professional consultation whenever their circumstances change.
We provide personalised financial planning advice that reflects not only your changing circumstances but also the broader economic climate. It’s our goal to make sure you always feel secure and confident about your financial future, regardless of what changes may come.
Plan Today, Prosper Tomorrow.
Here at Cunningham Financial Services, we are happy to answer any question you may have on financial planning in Ireland.
How Financial Planning Works
Five steps, from taking stock of where you are now to reviewing the plan as life changes.
Study Your Financial Situation
We take stock of your current financial status and evaluate your income, expenses, assets, debts, and strategic investments.
Set Financial Goals
We help you define your financial goals like for home purchase, education, retirement planning and estate planning.
Create a Financial Plan
We develop a detailed financial plan that outlines specific strategies for budgeting, saving, investing, and more.
Implement the Plan
We implement the financial plan and monitor the returns including automated tax investments and other investments.
Review and Adjust
We regularly review and adjust the progress of your investment plans ensuring you continue moving towards achieving your goals.
A Plan Does Not Depend on Geography
We build financial plans for clients right across Ireland. Most start with a conversation, in person if you would like to come in, or by video call if that is easier. Neither version of that meeting is a lesser one.
What matters far more than where you are is how much of your situation we can see. Bring the pension you half remember from an old job, the savings account you have not looked at in three years, the policy you are not sure still covers what you think it does. A plan is only as good as the picture it is built on. The first conversation is free.
Start Your Financial Plan
Tell us where you are now and what you would like the next ten years to look like. The first consultation is free, there is no obligation, and we aim to come back to you within one working day.
