A Savings and Investment portfolio is a smart way of reaching your financial goals. Whether you are planning for a new home, your dream wedding, or simply putting aside money for a 'rainy day'; working with us to arrange a forward-thinking plan and portfolio can make all the difference by eliminating financial stress and making your money work hard for you.
Whether you're creating a rainy day fund or retiring early, we'll formulate the perfect plan for you.
The interest-driven growth you gain with a simple savings account is likely to pale in comparison to the potential profits to be found through a smart market investment. Directing your finances into a portfolio gives you the potential to maintain steady growth on your savings.
Investing in an evolving marketplace of commodities gives you a substantial level of flexibility. As your interests and circumstances change over time you can adjust your portfolio to suit you. Our team of financial planning experts can help you navigate the markets and make sure your money works for you in a smart, sensible way.
Keeping your money in a bank account can be a sensible option, but the level of inflation may outpace the level of interest you may be accumulating on your savings. Locating some of your funds into a diverse portfolio can curb the negative effects of inflation and protect the value of your money.
Take some time to figure out what you're saving for and prioritise accordingly. You can't do everything at once so whether you want a new car, a once in a lifetime experience or to save for your children's education, it is important to set your goals and maximise your return.
Your capacity to withstand risk is then evaluated. The evaluation considers your income, expenses, assets and liabilities, and your flexibility. There is also an evaluation of your own risk preference.
Regular saving is a great way to build up money over time to meet your financial goals. However, if you have already built up a lump sum, then investing could be a good option for you. You may stand to earn a greater return by investing in a fund rather than a cash deposit account.
At FitzGerald Flynn we use Model Portfolios using modern portfolio construction methodologies which are implemented using a range of professional fund managers. These portfolios are based around equity and fixed income (Bond) components, and employ active rebalancing rules to ensure consistent adherence to risk tolerances that match investor’s requirements, as you will have identified with one of our Financial Advisers.
Personalised insurance plans for your needs.
Let us build the plan for you.
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.
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.
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.
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.
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.