What are the benefits of Life Insurance?

What is Life Insurance? It’s true that not everyone needs life insurance, however, if someone would be adversely affected by the loss of your income should you die, then you really should have some cover in place. Life insurance is a simple product designed to provide a lump sum or Monthly income payment on death. It is designed to provide your dependents with financial security on your death and ensure that they are not left […]

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When should you get financial advice?

The Benefits of good Financial Advice Financial Advice in Wexford When should you get financial advice? Most people could probably benefit from seeing a financial adviser, but when are the best times in your life to see one? Immediately? In ten years? Every year? Life events One answer is to say that you should visit an adviser whenever there’s a major change in your life. These are the most commonly cited changes: – Marriage – […]

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Office Administrator Vacancy Gorey

Office Administrator Financial Services– Gorey, Co. Wexford Job Summary Southeast Financial services, provide independent financial planning including Pensions, Investments, Life assurance and Mortgages. Due to continued growth, an opportunity has arisen for a Financial Planning Administrator ideally with insurance, banking or financial services experience to join our team. As an administrator you will be a key member of the team ensuring the smooth day to day running of the business and provide first point of contact […]

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Benefits of having a Will

The following outlines what we believe are the emotional, financial and practical reasons having a Will in place is a good and sensible idea. No one likes to think about death, or linger on the possibility something bad might happen but emotionally the ongoing strain of burying your head in the sand can have long term negative effects on your health and your life. Make the Will and forget about it then so you can […]

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Seven out of ten Irish not making a will

In a recent Irish Examiner article cited below the following findings were discovered from a survey carried out by Royal London According to The Irish Examiner and we quote ‘The survey found that 64% of respondents over 55 already have a will in place, compared with only 8% of young adults. One in five of the 1,000 respondents admitted they had not put a plan in place because they “never really think about that sort […]

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A host of links to all things pension

This week we would like to offer you a whole host of helpful links to articles about pensions that have appeared in national press in previous weeks. We would love you to get in touch if you would like more information and if we can help in anyway at all. Are you thinking of  getting a pension plan? Do you need more information on your retirement options in Ireland. Are you close to pension age […]

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Zurich Study reveals lack of pension knowledge

 Zurich Life carried out a pension survey last year in order to demonstrate just how informed people were on pensions and to see what effect lack of information was having on people’s decision to start a pension and plan for their retirement. The full article and stats can be found HERE and below are some of the key findings from the survey 48% spent less than 5 hours researching pension products 40% were not well […]

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Over half of parents not prepared for college costs

Do you have a child entering third level education this year or in coming years? Are you prepared for college costs? According to Aviva’s Cost of Education Report  just under half of parents (49%) say they have made no financial preparations to meet the cost of putting their children through third level education. On average, parents expect to pay out €5,122 a year to send a child to a third level college or university. If the […]

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Is it ever too late to start a pension?

In the Irish Times this month there is an in depth article outlining why it is never too late to start planning your pension.  Depending on your age there are many different option and sometimes your age might determine that it is not on your mind, however it is always good to have the information at hand. So even if you have all sorts of reasons why you haven’t started saving for your retirement yet […]

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How can I protect my family if I get sick?

How would I protect my family if I was in an accident? No one likes to think about suffering an accident or a serious illness, or what would happen financially and the negative impact it  could have on your whole life.  You could never suffer an accident, you might be lucky enough to never miss any work from illness but these stats below are important to note. Because unfortunately accidents they do happen.  For instance, […]

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Five must do before you view

Buying a house is one of the biggest decisions you will ever make in your life and not one to enter into lightly. This five must do’s you will find helpful before you view a house.  The information was sourced from www.havenmortgages.ie  Use Google Maps to check the house out online before you visit, it is amazing what you can see in an aerial view. It is important to check online first to see if […]

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Do I need to make a will?

Why do I need a will? I have been meaning to talk to my solicitor about a will for some time now but don’t really see the need. Sure, my wife will get everything if something happens to me, right? A Will is a vitally important thing to write. But an incorrect, badly drafted or obsolete Will can be a huge headache or even useless. A badly drafted or out-of-date Will can do more damage […]

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