We look forward to meeting with you.
About Us
We are interested in the decision making process. How do you make the decisions you have to make every day, particularly around your finances? How do you make decisions on events that might never happen, or may not happen for decades?
The “Life and Pensions” business has been known as a sales job. That is not who we are. We do not want to sell a policy to anyone.
Our process is about finding out where you are and what is important to you. Establishing if your planning is in line with your expectations, and helping you make your choices.
Office Location
Hybrid Technology Partners Building
Thomcor House,
Mungret St,
Limerick
On Street Parking
www.limerickparking.ie
What do you need to bring to the first meeting?
The most important information for the first meeting is that you are aware of your numbers.
Income - Savings -Loans
Insurance - Investment - Savings
If you do not have some of these details to hand, it is still beneficial to meet and add in the missing details later.
How much will this meeting cost?
We do not charge for a consultation meeting. Our business strategy is to have twelve meetings a week. We know from experience that in that amount of meetings it will result in enough consultations, recommendations and business that we can earn a living. It also gives us the comfort of knowing that we can do ten meetings a week that will not involve us arranging a policy. Larger companies with sales managers would not allow this level of “sales conversion”. For us, it allows customers to have multiple meetings before making a decision and allows our customers to make their own decisions.
If you need arrange another meeting,
please click on the link below.
Referrals
Almost all of the customers we assist were referred to us. If you know someone that we could help we would appreciate the introduction to them.
Above is our calendar to book a zoom call with us directly. Or contact us by email / text / whatsapp.