Your Future.
Savings and Investments.
Questions for you?
- Have you taken the time to look at your monthly budget, your income and spending or are you going along from one pay cheque to the next and not sure how to control your finances?
- Do you know where your money is going?
Whatever your stage in life you will need to save some money. Everyone needs to save for the rainy day. You may need to save for a deposit for your mortgage, or to cover future school fees and costs. A simple financial plan can help you see the wood from the trees and identify areas where you can make savings and start to accumulate money, at a pace that fits your budget.
https://www.zurichlife.ie/savings-and-investments/savings-options/how-savings-and-investments-work/
https://www.zurichlife.ie/funds/how-funds-work/
Pensions.
Planning for your Financial Independence in your Retirement
Save for Retirement years ahead and avail of tax relief along the way.
Deciding to start a pension is a very important step in your life. It’s one of the ways to secure your financial Independence and ensure the lifestyle you’ve planned for in your retirement, once your working life is over.
A Pension can be started at any time. The earlier you start the less of a financial burden it is on your budget. The older you are the bigger the contribution you will have to make in order to accumulate a healthy retirement fund. When planning your retirement funding there are a few factors that need to be considered like, your age now, what age you want to retire at, what lifestyle you want in retirement and how much can you afford to save. To check out what contribution you should make, use this Pension Calculator
Tax Relief is available on your contributions to a Pension Plan (subject to Revenue limits) Other forms of saving, like bank accounts or savings plans, do not attract these tax incentives
Pension Tax Relief Calculator
This Pensions Contribution Calculator was provided courtesy of Zurich Life
Maximum Pension Calculator
To see how you can plan now in a tax efficient way for your Financial Independence in your Retirement, contact our Qualified Financial Advisor Mary Brennan on 086 0203005 or mary@mannioninsurance.ie
Reviews.
Our financial circumstances sometimes change over the years, therefore it is important that we review your financial plan on a regular basis to take these changes into consideration. These reviews would ensure that your financial goals and objectives continue to be met
Do you have a question your future?
Send us your name number and email address and we will get back to you
Jim Mannion & Co (Insurances) Ltd T/A Mannion Insurances is a family run company. Established in 1985, we have built a strong reputation for our superior customer service having developed relationships with a large number of insurance companies to give access to a wide variety of products to cater for different customer needs.
Our experienced staff endeavors to provide a professional service by providing customers the best value for money product to suit there needs.
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