FAQs
Common questions
Quick answers about how we help people in Ireland understand their pension options, plan for retirement, and put the right protection in place.
What should I do with pensions from previous jobs?
We review existing pension pots and workplace schemes, and advise on consolidation, transfers, and contribution strategies.
What are my options at retirement in Ireland?
We help you understand ARF, annuity, and lump sum options, with retirement income projections and gap analysis tailored to your goals.
Do you work for me, not providers?
Yes. We work for you, not providers. Our guidance is ethical, tax-efficient where appropriate, and aligned with Irish rules and regulations.
Do I need mortgage protection for my home loan?
Irish lenders typically require mortgage protection. We explain the requirements, review policies from insurers across Ireland, and help you choose suitable cover and duration.
What is the difference between life insurance and life assurance?
Life insurance covers you for a set number of years (term) and only pays out if you pass away during that period. Life assurance covers your entire life and guarantees a payout whenever you die, as long as premiums are paid.
How do I get started?
Book a call or send a message via our contact page. We aim to reply within one business day, and everything you share is confidential.
Still have a question?
Book a call or send us a message. We're happy to talk through your situation — you decide if and when to proceed.