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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

If you are older;

You may be less inclined to accept any risk
Need capital security
Access to capital
Want to avoid penalties for early encashment
Keep charges to a minimum

4. Your Gender & Risk?

Females tend to be more risk averse than males.

Very important point to cover if you are a female planning an investment on your own or with a spouse / partner

5. Your Current Investment Portfolio & Risk?

How and when were these investments set up?

Distinguish between what you may have inherited and what you have acquired from say, company shares or gifts

6. Past Investment Experience & Risk?

Maybe you don’t have any experience or because you are older or it may be that your previous investment strategy is no longer suitable.

Understanding these will help with understanding your attitude to risk.

7. Your Risk Capacity?

Assessment to be based on current finacial situation

For example: current income, available assets that are free to invest; actual income requirements, current age/ health and your investment objectives

8. Investment Time Available & Risk?

How are you planning to use the investment in the future?

For example, is it to fund a deposit on a house in 5 years; is it to pay for college education in 15 years; is it an emergency fund; a gift to your children in the future?

These answers will have an impact on the level of risk that you may find acceptable or is recommended

9. Investment Portfolio

It is unusual to find that just one saving and investment can meet many needs.

For a number of financial objectives a number of investment products may be required.

This would create a portfolio of investments and these would normally mature at different times - we set up and manages these for many of our clients

Before you make up your Mind

We can help you make it Right

Complete these steps and with expert advice, you are ready to to see savings and investments work for you

We would be delighted to offer you our friendly advice and expertise, please Contact Us at anytime

Avail of Our Special Offers & Promotions >>>

Your Life Cover & Protection Planning

Your Pensions & Retirement Planning

Your Savings & Investments

Your Business Cover
& Employee Risk Benefits

Your Risk Profile - Risk Versus Reward
Get A Quote >>>

What Our Customers Say

If you are older;

Complete these steps and with expert advice, you are ready to to see savings and investments work for you

Our Business Partners

Avail of Our Special Offers & Promotions >>>

Your Life Cover & Protection Planning

Your Pensions & Retirement Planning

Your Savings & Investments

Your Business Cover & Employee Risk Benefits

Your Risk Profile - Risk Versus Reward Get A Quote >>>

What Our Customers Say

If you are older;

Complete these steps and with expert advice, you are ready to to see savings and investments work for you

Our Business Partners

Your Business Cover
& Employee Risk Benefits

Your Risk Profile - Risk Versus Reward
Get A Quote >>>