Financial Planning
Our Financial Advisors understand the importance of tackling large questions such as "Can I save more on my taxes?" and "how much should I save for retirement?". We know that every customer needs a flexible, thorough financial plan and we want to work with you to find the plan that suits you perfectly.
process
Financial Planning
How we help you reach your financial goals
introduction
Briefing
We begin with the fact-finding and risk-profile stage. We get to know you and the financial goals you wish to achieve in order to secure a peaceful future for you and your family.
a plan for you
Implementation
We come up with a life plan for you and your family, based on the review stage, by considering all your financial information/goals and compiling them into a very comprehensive cashflow.
The future
Annual review
Your circumstances may change as you get older which can have an effect on your goals. We analyse what has changed and update your life plan each year.
Why plan your finances with us?
Years of Expertise
With our combined knowledge we can lay out a roadmap for you and your finances
All Bases Covered
We understand the way saving works, from your working years to your travel years, we can plot out every angle.
Your Cashflow, Your Way.
Your money is your money and we want to tailor a plan that suits you and how you wish to go forward
Investment
Through smart investing and intelligent portfolio design we can allocate your money at the level of risk you are comfortable with.
feel secure
Insurance that
protects and rewards
Personalised insurance plans for your needs.
Expert advice
Plan for the future
Let us build the plan for you.
Frequently asked questions
The world of insurance can be overwhelming and providing the right security for your family can prove to be a daunting task. We at FitzGerald Flynn want to make ourselves freely available to you and guide you through every step of the process.
Who are FitzGerald Flynn Insurances Ltd?
We are a Dublin-based, family-owned firm established in 1998. Utilising our shared years of experience and expertise we pride ourselves on our collective ability to deliver quality advice and competitive premiums with a personal touch. We prioritize long-term relationships with our clients putting your personal needs at the centre of the conversation.
What does FitzGerald Flynn Insurances Ltd offer?
We strive to cover all bases. From pensions and savings advice to portfolio management, our team can formulate the perfect roadmap for your financial future to make sure your money goes the extra mile. On the insurance front we can offer competitive quotes, comprehensive plans to ensure the safety and security of your home, vehicle or business.
How can I make a claim?
Making a claim is easy. Simply go over to our Claims section and fill out our form where you can tell us about yourself and your situation. Following that, one of our experts will be in contact with you regarding your claim and what we can do to help resolve the issue at hand.
Where can I learn more?
We are happy to answer any of your questions in person, over the phone or through email. If you do wish to learn more, we update our blog section regularly with our thoughts on the current financial climate and the shape of things to come.