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Dooley Insurances Ltd. t/a Dooley Insurance & Mortgage Brokers is regulated by the Central Bank of Ireland

Terms of Business         -        Terms of Use         -        Fee Structure

Dooley Insurances Ltd

Office Suite 2A

Sycamore House

Millennium Park

Naas

County Kildare

Tel:  +353 (0) 45 431642

Fax:  +353 (0) 45 434170

Dooley Insurances offers a financial review service to both new and existing clients which allows us to review existing arrangements and assess an individual client's financial planning requirements.

A Financial Review looks at the client’s assets and liabilities and outlines shortfalls in their life assurance, serious illness and income protection covers. It also reviews existing arrangements and provides advice on retirement planning.

After an initial discovery/fact find meeting, a subsequent meeting will see a Report presented outlining our thoughts on the client’s situation. If financial products are required to provide solutions for the client, action could be taken at this meeting or at a further implementation meeting.

The Financial Review will also review the client’s assets and liabilities and outline protection shortfalls as above. This review is about developing a financial strategy and helps you to achieve lifestyle and financial goals and make the very best use of your available resources. It will help you answer important questions such as:

• How much do I need to earn to get what I want out of life?
• When can I afford to retire?
• How much can I spend without the fear of ever running out of money?
• What sort of investment return do I need to achieve all my objectives?

Helping to answer these questions, we are providing real financial planning to our clients.

For more information about a Financial Review,

please click here