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What Our Customers Say

Jan Van Leeuwen, Director with IQ Digital Signage Ltd. Life Goals have provided us with excellent advice and service. I would recommend them unconditionally

Ger O Byrne, Product Manager, An Post We have dealt with Life Goals for a number of years and during that time have received advice on a multitude of Pension & Investment options. In that time, we have always received good solid advice. We have full confidence in our Consultant's opinion and product knowledge whenever we are looking for Life Assurance or Investment advice. If we are interested in specific products, our Consultant researches many options and provide a detailed comparison of each, explaining the pros & cons. He meets us at our convenience and we prefer the personal touch rather than dealing directly with larger companies. I would highly recommend the services & advice provided by Life Goals.

Nicky and Wayne McDonnell July 2102 I would just like to thank Life Goals for preparing us and arranging our life assurance, after some awful dealings with a previous company who had failed to complete our requests as instructed, we were therefore not feeling encourage by the industry. Life Goals changed this and I am thankful to them for ensuring our childrens security should the need ever arise. Everything was explained and being truly independent we felt no pressure to choose a certain product provider. I would fully recommend Life Goals to anyone as they have provided an excellent service to me and my family and we will certainly be dealing with Life Goals again in the future. Kind regards

Billy Griffin, Director - Artisan Image Solutions Ltd. Life Goals have worked extremely hard to organise a pension backed mortgage for me and secured finance that I don't believe I would have secured elsewhere. They are trustworthy, honest and of the highest integrity. I would highly recommend Life Goals to any prospective client. October, 2009

Volker Lorenz, General Manager, Amadeus Ireland

“Life Goals have been advising Amadeus Ireland in terms of pension fund management, as well as with staff benefits….. I would highly recommend their services to anyone seeking financial advice, both professionally and privately.”

Ian Kelly National Sales Manager with John Guest Speed Fit

"I am very happy with Lifegoals after meeting with them I certainly feel better and I have a healthier idea of how to plan for the future"

September 2011

Noel King MD - ECO Seal Insulation Ltd

"I would recommend Lifegoals to any of my friends. After evaluating my current status I maintained my benefits and at the same time gained significant savings."

October 2011

Paul Kearney - Managing Director PK Printing Ltd

"I have been dealing with Life Goals for the last 7 years. In that time I have found their expertise to be hugely beneficial from a tax saving point of view and protecting and maximizing investment returns. I would have no problem recommending them in the future" November 2011

Noel Lynn MD - Wired Technologies Ltd

"I have found Lifegoals professional, friendly and give a great service. I have recommended Lifegoals to anyone who needs their services. It cost me nothing and I gained from meeting with them." November 2011

Martin Stowe, Kilkenny

We have dealt with our Consultant from Life Goals for many years and, throughout that time, his service and assistance has been outstanding in every respect.

When I wanted to purchase Life & Serious Illness Cover, we received excellent advice and every question and concern we had was answered thoroughly. Every detail was explained in a way which we could clearly understand.

When I unexpectedly needed to avail of the Serious Illness benefit 12 months ago, the turnaround time from claim to payment was incredibly swift due to the daily involvement of our Consultant.

Having such a policy in place was of great benefit in my recovery.

I would definitely recommend Life Goals to my family & friends. Their Consultants are personable, understanding and hardworking.

Our Consultant handled this very stressful situation with skill and an incredibly astute sense of the issues. October 2011

Financial Planning...only 3 things to think about.

With No Financial Plan?
There are No Financial Goals?
There will be No Financial Glory!

FINANCIAL PLANNING ADVICE & REASONS (examples)

Getting Engaged / Married

New Arrival

Promotion / Career Change

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What Our Customers Say

Financial Planning...only 3 things to think about.

With No Financial Plan?

There are No Financial Goals?

There will be No Financial Glory!

FINANCIAL PLANNING ADVICE & REASONS (examples)

Getting Engaged / Married

New Arrival

Promotion / Career Change

Emergency Planning

Buying a House

Education Fees

Inheritance Planning

Retirement

FINANCIAL PLANNING MOTIVATION & OBJECTIVES

The least money worries

The most peace of mind

The best quality of life

The smallest amount of financial stress

Making your income work harder

Avoiding some tax if possible

Making sure that plans deliver what they should

Reviews - Flexibility - Changes - Expert advice

FINANCIAL PLANNING SERVICE & 4 STEPS TO FOLLOW

Step 1

Step 2

Step 3

Step 4

ASSESS THE SITUATION?

ANY CHANGES?

UNDERSTAND PRIORITIES?

THE GOALS / TARGETS

Take a snapshot of your current financial planning situation.

Decide and agree if there is anything to change, improve, or stop doing.

Priortise the Plans and and match to budgets and Timelines

Define your financial goals and set a target date/s for when they will be achieved

The Life Goals Team are qualifed to organise your financial planning and we guarantee that you get top quality service

START TODAY - FINANCIAL PLANS - FINANCIAL GOALS - FINANCIAL GLORY

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