One conversation. One clear picture of where you stand.
The Financial Health Check is your starting point. A structured, no-obligation conversation with a qualified advisor — designed to surface the gaps, opportunities and quick wins in your finances today.
What we look at
8 questions most people can't answer
If you can answer all eight with confidence, you almost certainly don't need us. If you can't, the Health Check is the cheapest, easiest way in Ireland to find out what to do next.
Protection
If your income stopped tomorrow — illness, accident, death — would your family still be okay?
Mortgage
Is your mortgage protection still appropriate for your loan, your term and your family?
Pension
Do you know what fund your pension is in, what it's charging you, and what it's projected to deliver?
Tax relief
Are you maximising the tax relief available to you on pension contributions for your age band?
Savings
Is your emergency fund sized appropriately — and is everything beyond it actually being invested?
Investments
Do you have a written investment strategy with a risk profile, time horizon and review cadence?
Estate
Do you have a current will and have you considered Section 72 cover for inheritance tax?
Business
If you're a director, are you using Executive Pensions and Keyperson cover where it makes sense?
No obligation. Genuinely.
You leave with clarity — not a product pitch.
The Health Check is free because it's where trust is earned. You'll leave with a clear picture of where you stand, the two or three things that would move the needle most, and zero pressure to do any of it with us.
How it works
A simple, structured process
- 1
Book
Pick a slot via our mobile wallet booking app — calendar pass sent instantly.
- 2
Prep
We send a short checklist of what to bring (or not — we work with what you have).
- 3
Meet
30–45 minutes with a qualified advisor, in person or by video.
- 4
Action
You receive a short written summary with prioritised next steps.
Next step
Book your free Financial Health Check
The hardest part is starting the conversation. After that, things tend to get a lot clearer, a lot faster than people expect.
Book my Health Check →- Qualified, independent advisors
- No obligation discovery call
- Clear written recommendations
- Bookings via our mobile wallet app