What to expect from your financial review?

Where are you now?

Where do you want to be

Create your personal roadmap
What is covered in your meeting?
A meeting on your own or with a partner to understand your current situation, set objectives and create a clear financial plan where you’re in control and to set you on the path to achieve your goals.


Free annual follow up meeting
Free consultation
Want to talk to an expert?
What happens in your appointment?
Get an evaluation of your finances
Get answers to your questions
Get a free personalised plan
Get the right recommendations
“Use 60 mins to invest in your life, it’s time well spent on your future.”

- Linda Moran
Financial Advisor Irish Life
Irish Life Financial Services Limited, trading as Irish Life, is regulated by the Central Bank of Ireland. Irish Life Financial Services is an insurance intermediary tied to Irish Life Assurance for life and pensions.