Portfolio Planning

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.