FAQ

In order to provide you with relevant advice we will need to capture some of your personal data (all of which we will treat with confidentiality) such as date of birth, address, contact details, employment details etc. Additionally, we will also ask you to bring along any existing policies that you would like us to review for you. This part of the process forms the basis of your initial meeting with us. Once completed, our Advisor will book a second meeting with you in order to present our recommendations. We will ensure you are given sufficient time to fully assess and understand our proposals before making any decisions to proceed any further. If you’re happy to sign at this stage, you can sit back and relax – we will liaise directly with your nominated Product Provider up to the point where your new policy is issued to you. If you need more time, that’s fine too – we work at your pace!

We cover all forms of Life Cover (including Mortgage Protection – the most common form of regulated insurance in the marketplace), Funeral Cost Insurance, 3rd Level Education Savings Plans, Pensions (all forms currently available in the Irish marketplace), and Single Premium Investments. We are also authorised Mortgage Intermediaries and would be delighted to help you secure your mortgage without you having to go through the hassle of chasing all of the paperwork.

ALL of our advice is completely free of charge and without any obligation to proceed.

You can book an appointment directly through our website. Simply tell us which of lour credit unions you are a member of and we will arrange a time and date for you to meet our qualified Advisor that suits you best. This can be in your local credit union building, or, if it is more convenient, at your home address. These appointments can be arranged in the evenings and/or at the weekends.