Assessments / Review of personal protection
Review of personal protection
A full look at where you, your family and your business are financially exposed, and plain advice on what to do about it.
One hourFree of chargeYour place or ours
Where the gaps actually are
In an unpredictable world, protecting yourself and the people who depend on you matters enormously. This review analyses your financial exposure across health, business and family, and follows it with advice on getting the security you need to face the uncertainties with confidence.
Business protection. For owners, protecting the venture is what keeps the work and the investment safe. We assess the risks the business faces, from liability issues to the events that could disrupt trading, and go through the cover that addresses each one so the business keeps running.
Family protection. We work through your family’s needs and goals, look at the cover you already hold, and recommend adjustments where they are needed so the people who depend on you are properly looked after if something happens.
Cover that matches the risk
Health exposure
What an illness or injury would do to the household income, and what would soften it.
Business risk
Liability, interruption and the events that would stop trading, assessed properly.
Family cover reviewed
Existing policies checked against what your family would actually need.
A clear recommendation
Which gaps are worth closing first, and which cover is simply not needed.
Choose a date and a time for your assessment
Send the form and we will come back to confirm the exact slot. There is no charge and nothing to pay now.
Your details, where you would like to meet and the date that suits.
A short email or call back to fix the exact time inside the band you chose.
At our Athenry office or at your own place, whichever you picked.
Prefer to ring091 845 623
The other assessments
Mortgage pre-application
Know what you can borrow before you apply.
Post retirement
Check the fund will last the retirement you want.
Mortgage rate analysis
Find out whether your current rate is still competitive.
Not sure this is the right one?
A free fifteen minute call will settle it. We will tell you which assessment fits your situation, or that you do not need one at all.
