Our Financial Planning Division: MoneyCoach.

MoneyCoach provides one to one financial advice to help customers achieve their financial goals.

Steve Johnson  MoneyCoach Manager explains the role of MoneyCoach and how it can help you. Click to View

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MoneyCoach

To support our comprehensive mortgage service the financial planning division of Irish Mortgage Corporation will advise on all the life protection options available to you to secure your mortgage. When evaluating your options, particular attention is made to value and ensuring that your financial objectives are met.

MoneyCoach also offer the following services to our clients: –

  • Family protection
  • Asset protection – Estate planning
  • Savings & investments – Making sure your hard-earned cash works hard for you
  • Retirement planning – Helping you accumulate as much income as possible for Retirement
  • Business protection – Ensuring the value in your business passes to your estate
  • Overall financial review – We help you plan for the future you want to create

MoneyCoach are dedicated to providing bespoke financial advice at a place and time of your convenience, in your workplace, your home or at our offices. The initial meeting focuses on gathering as much information as possible about your financial objectives and current financial position. They then make recommendations highlighting specific financial needs which you may have overlooked and provide a plan as to how your financial objectives can be realised.

Their team of advisers has over 100 years collective experience in dealing with the financial needs and objectives of our clients. Their goal is to ensure that your financial objectives can be achieved through a financial plan which can be easily understood and implemented within a timeframe that suits you. This plan will then be reviewed with you at least once a year to ensure we are on track to achieve your agreed financial needs and objectives.

When considering their client’s financial needs and goals, the Moneycoach financial planner evaluate solutions from all the leading providers, ensuring that our recommendations meet your overall financial objectives in the most cost efficient manner possible.

Explainer TV

Steve Johnson  MoneyCoach Manager outlines the services offered by MoneyCoach.

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