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Pensions & Retirement Planning
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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

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Your Personal Pension Planning - Explained


Revenue Approved


Generous Tax Relief


Build a Pension Fund


To take an Income at Retirement


Save & Invest or do a Bit of Both
 

Flexible Options - Personal Choices - Private Pension Planning 

 

  • See below an overview of the many features, advantages and benefits of investing in Pension Planning
  • Any questions or queries on anything please let us know and we will be glad to help out
     

 

 Personal Pension Plans & Tax Relief                                     

  • The money paid in to the Plan gets Tax Relief 

  •  Investment Returns in the Plan are Tax Free

  • Tax Free Lump Sum is payable at Retirement                        

  • Total Monthly contribution is invested

  • The actual Cost is net of Tax Relief
Your 100% Contribution invested - cost is after tax relief

Monthly Contribution

Tax Band

Actual Contribution Cost

€100

41%

€59

€100

20%

€80

 


The Government allows generous Tax Relief Thresholds on Personal Pension Plans for all Ages

 

Under 30

30 – 39

40 – 49

50 – 54

55 - 59

60 +

15%

20%

25%

30%

35%

40%

 

 

 

 

 

                      

Formula for Pension Investment

Income Goals for Retirement Day?

Existing Pension Plans?

Attitude to Risk?

Current Income?

Additional Pensions?

Age next Birthday?

Available Budget ?

Entitlements to State Benefits?

Any Existing Pension Planning?

Selected Retirement Day?

Pension Plans & Occupations  

Do you own your own limited company?

Are you a Company Director?

Are you a Self Employed?

Are you an Employee?

Are you working part time?

Are you unemployed?

Have you previously contributed to any pension plan?

Do you work exclusively in the home?


Help, Support & Service          

 

Personal Pension Calculator

self asssesment to calculate your needs
 

Request a Pension Quote


for an immediate response
 

Contact Us about a Pension Plan


Pensions Summary
 

Income in future retirement is funded by a percentage of earned income today
 


This should be part of over all financial planning and definitely include a tax efficient investment strategy to fund that future income 
 


We can help you achieve that and please use any of the information or tools on our site to help with understanding how to achieve this and w can also provide you with a confidential report describing your best approach to achieving this financial goal

 


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Life Goals Limited, t/a Lifegoals Financial Services is regulated by the Central Bank Of Ireland  

Member of PIBA, Professional Insurance Brokers Association. Registered Office: 107 Q House, Furze Road, Sandyford, Dublin 18. Registered in Ireland No: 364827

Telephone: (01) 6852553 | Fax: (01) 6852541 | Email: info@lifegoals.ie

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