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New Service - Household Financial Planning

4/7/2022

1 Comment

 
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We are delighted to introduce our new Household Financial Planning service to our members.

We have found that our clients and their spouses often benefit from having a combined financial review, in order to get an overall picture of their financial objectives as a family.

We can now look at your household as a whole in order to maximise your overall financial position to your best advantage.


To do this, we engage in a four-step process;

  1. Preliminary phone call – Your IPF advisor will arrange a call with you to explore the necessity and usefulness of this service to you
  2. Factfind meeting – A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements
  3. Recommendations - Your advisor will present you with their recommendations and guide you through the process for implementing your plan
  4. Annual Reviews – Your advisor will follow up with you on an annual basis to ensure your plans are still suited to your needs and make any amendments necessary.​
As part of our Monthly Offers for 2022, those who book their household review in before the 5th of August will be entered in a draw for a €350 voucher for Ireland's Blue Book.
To book your Household Financial Planning review, go to:
www.ipf.ie/household-financial-planning
1 Comment
Larry Ward link
12/11/2022 09:09:54 am

A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements. Thank you for taking the time to write a great post!

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