What Our Customers Say
Paul Cullen QFA CFP ®
Life Goals Financial Services
At Life Goals Financial Services our client's loyalty, trust and confidence is our number one objective.
We achieve this through our honesty, integrity and commitment to the highest standards of customer care and service
Delivering on this client focus are our core values and we take them very seriously. Building loyalty with our clients is the reason we have had outstanding success since the founding of Life Goals Ltd. It is also why we can look forward to the future with confidence in our ability to continue to keep our existing customers happy and attract new customers .
Our Goal is to help our clients achieve their desired level of financial freedom at the required time; to ensure that the most important things to them which tend to be their family and business, are protected from unforeseen events along the way.
The Life Goals Team is trained to the highest national and international standards in the Financial Services sector. This means that you can be assured that all technical, legal, taxation or product related queries you may have will always be answered with accuracy and reliability to your complete satisfaction. This includes both personal lines and business sector needs
In addition and also for our clients benefit, we are Independent Financial Advisers and not tied to any one particular investment, bank or life company. This enables us to find the best unbiased solution to suit your situation. We are Regulated by the Central Bank of.
Our consultation service is designed to simplify everything and put you in control of your current and future Financial Planning and to ensure that your money is put to the best possible use in a competitive and tax efficient manner.
This simplifed approach is because we have found from experience,that for many people putting in place a comprehensive financial plan can be confusing and somewhat overwhelming. Our approach is based on jargon free, plain english that puts you in the picture and ensures that you fully understand the services and products you are buying
Meet the Key members of the Life Goals Team who deliver this service to all our clients
Liam Kinnucane Fergal Tully Mark Norman Elaine Ryan
Director Financial Consultant Senior Financial Consultant General Manager
We are also proud members of the following business and professional organisations
P.I.B.A. Professional Insurance Brokers Association
The Insurance Institute
The Institute of Bankers
L.I.A. The Life Insurance Association of Ireland
M.D.R.T. A global organisation whose objective is Excellence in Financial Services
The Life Goals Team have many qualifications up to and inclding the Graduate Diploma in Financial Planning and the Accreditation of CFP® which is the foremost International Financial Services Qualification and is recognised globally as the highest qualification in financial planning.
I have also previously been elected to the Executive Committe of P.I.B.A and acted as Chairman of the PIBA Life Committe. This recognition demonstrates the respect of our peers in the Insurance Industry in how we lead by example by putting Customers First and committing to the highest ethical standards
For your information and guidance, we have also included many insights and in depth information about Financial Planning on our website that you can browse by selecting from the menu of articles.
You can choose between specific product information or if you need some general financial planning advice and guidelines instead these are also available to view; or maybe you would like to read a bit of both.
Thank you for taking the time to visit our website. I hope that you will find our content relevant, informative and easy to understand. Should you have any queries on anything or need some additional information, please do not hesitate to contact us at anytime.
We update our news and content regularly on important and relevant financial topics in our Newsletter
If you would like to receive our regular Newsletter or take advantage of any of our Special Offers and Promotions, you can request this at the top of the page