Comprehensive Lifestyle Financial Planning

Plan your financial future and become more organized financially.

Many people now expect to live to a greater age than their parents and to enjoy a standard of living undreamed of in earlier times. In practice, this will be possible only if they have arranged their affairs so that they will be financially independent and able to afford not only their desired lifestyle but also the cost of suitable care if health problems arise.

At Blackhall Financial Services we will help you organise your financial objectives and develop a comprehensive Financial Plan aimed at achieving your goals. Your Personalised Plan will incorporate clear statements to show your current and anticipated future cash flow and will assemble in one folder all your key financial data.

Your Personalised Plan will incorporate clear statements to show your current and anticipated future cash flow and will assemble in one folder all your key financial data.

Many people now expect to live to a greater age than their parents and to enjoy a standard of living undreamed of in earlier times.

In practice, this will be possible only if they have arranged their affairs so that they will be financially independent and able to afford not only their desired lifestyle but also the cost of suitable care if health problems arise.

We will develop a comprehensive profile of your financial status. This profile will identify areas of strengths and weakness and we will provide you with an unemotional assessment of what needs to be done. Money is an emotional topic for many people, which often leads to bad decisions.

It is likely you have competing priorities, such as sending the kids to college while building a retirement fund. We can help you allocate resources so both goals receive the appropriate share of available funds.

Most investment decisions carry some type of short or long-term tax implication. We can help you shape your investments in a manner that keeps taxes to a minimum and more of your money is invested.

Careful planning will help ensure that your estate passes to loved ones in a manner that protects as much of their futures as possible.

Meet Your Financial Partners

Get in touch to discuss how we can help you on your financial journey.

WHAT OUR CUSTOMERS HAVE TO SAY

We’ve helped a range of people and business owners accumulate, protect, and activate wealth over the years, and our customers can attest to the long term holistic relationship we build with them over the years.

Blackhall Financial Services have just saved my family a considerable amount of money and released a substantial cash lump sum at the same time. I asked the firm to review existing life insurance policies for myself and my husband to see if a reduction in our premium was possible. We now have adequeate if not better life insurance cover Not only are we paying a considerably lower monthly premium, but there was a cash build up in the policy, of which we had been unaware and which we were delighted to be able to access. The whole process took only a matter of days. The staff at Blackhall Financial Services are exceptionally knowledgeable whom I most heartily recommend`

Deirdre O`Kane

I have absolute trust in the Directors & staff of Blackhall Financial Services I perceive that there is much knowledge & experience in the team and to date, I have never been let down or given bad advice. I feel that I can ask for advice to help me make a decision and when a decision has been made the team will either execute it fully or support me in my efforts to execute it. The personal relationship I have with team in Blackhall Financial Services is paramount to me. There is a lot of respect in our business dealings which has created good friendships and both of these make me feel that your firm will always offer me the right advice to ensure that I benefit, even though Blackhall might not benefit directly

Tony Nerney

Want to learn more about Comprehensive Lifestyle Financial Planning?

Start your Financial Planning journey today!

Get In Touch

Start your Financial Planning journey today!