Often we build up assets over time without taking a holistic view on the entire portfolio. When you consider your investments and assets, are they designed to meet your goals in the short, medium and long-term?
Key considerations include;
- Are you clear on what your financial goals are – have you documented them?
- Are your investments balanced across different asset-types?
- How much risk do you want to take?
- When do you want to retire and how much income do you require in retirement?
- Do you need to provide for dependents now or in the future?
Kintyre Financial has over 20 years experience in Ireland offering financial advice and we can offer a trusted, discrete and expert service.
We look forward to working with you.
Please call (01) 294 4927 to talk or arrange an appointment.