Financial Review

A financial review is a great way to take a fresh look at your finances, and make sure they’re in the right shape to face life’s ups and downs.

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What’s your Financial Fitness Plan?

Whatever your financial objectives, we can discuss them with you and then deliver a plan to help you achieve them.

Everyone’s needs are different, so your review will focus on what’s important to you. The review is free with no obligation, confidential, and takes approximately 45-60 minutes to complete.

Family Portrait

What will your Review cover?

  • Income – first we look at your total household income.
  • Security – we check if you have cover in place to protect you and your family for loss of regular income due to death or serious illness.
  • Savings and Investments – we can help you select the right mix so that your money is put to work and available when you need it most.
  • Retirement – we look at your retirement plans and how much you need to save.
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Your Personalised Report.

You will receive a personalised report outlining the details of the discussion and the recommendations made at the meeting.

You can choose to act on the recommendations straight away, or make plans for later. You’re in control.

 

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Arrange an Appointment with a Financial Advisor.

Arrange an appointment with a specialist AIB Financial Advisor or call in to your local Branch.

These products are provided by Irish Life Assurance plc. Allied Irish Banks, p.l.c. is a tied agent of Irish Life Assurance plc, for life and pensions business. Allied Irish Banks, p.l.c. and Irish Life Assurance plc are regulated by the Central Bank of Ireland.