Guardian Financial Advisors

Guardian Financial Advisors Our role is help YOU plan smart, realistic strategies that will allow YOU to take control of YOUR fi C.T
So, what's in it for you?

We will look at YOUR entire financial position, YOUR needs and what YOU want to achieve in life before helping YOU plan how to get there. Then we guide YOU through a simple step-by-step process to create a financial plan just for YOU.
1. UNDERSTANDING YOUR GOALS - At our first meeting we will discuss your current situation and life goals to understand how financial advice can benefit YOU.
2. CONSI

DERING THE OPPORTUNITIES & RISKS - After understanding YOUR circumstances, goals and attitude to risk, we will investigate the range of financial options available to help YOU reach YOUR goals
3. BUILDING YOUR FINANCIAL STRATEGY - Based on discussions and research we'll present YOU with a customised financial plan that is written in plain English.
4. BRINGING YOUR PLANS TO LIFE - We will work closely with YOU to implement YOUR financial strategy step-by-step
5. STAYING ON TRACK WITH REGULAR ADVICE - Your strategies will be reviewed annually and YOU will benefit from our ongoing support and advice. Jack has a fabulous understanding of his clients needs, seems to keep up to date with goings on / changes in circumstances and adjusts his advice accordingly.A great mix of Proactive and Reactive planning & organising - planning for his clients future while being able to reactively adjust when personal or other client changes hit. The security and peace of mind of knowing your money is safe and being well looked after. Your own personal financial roadmap that will lead you to future financial freedom. An understanding of how changing your relationship with money can bring you increased wealth and prosperity.
- See more at: http://www.gfa.ie

‘Household debt fell by €0.9bn to €141.7bn during Q2 2017. This represented debt of €29,576 per capita. Household debt...
08/11/2017

‘Household debt fell by €0.9bn to €141.7bn during Q2 2017. This represented debt of €29,576 per capita. Household debt is now at its lowest level since late 2005. Overall, household debt is over 30 per cent lower than its peak of €204.2bn in Q3 2008.’
Latest Central Bank bulletin on Quarterly Financial Accounts. Irish household debt as a proportion of disposable income fell by 12.5% over the year, the largest decline in the EU – the Irish are saving more and borrowing less.

08/11/2017

Our role is help YOU plan smart, realistic strategies that will allow YOU to take control of YOUR fi

18/06/2014

Time is key to building your financial security.
Suze Orman

18/06/2014

If you cannot do great things, do small things in a great way.
Napoleon Hill

We will together build a tax-efficient financial plan tailored to YOUR appetite for investment risk that takes account o...
27/05/2014

We will together build a tax-efficient financial plan tailored to YOUR appetite for investment risk that takes account of YOUR financial objectives. These objectives may include some or all of the following

moving into your dream home,
making provision for your childrens’ education,
securing a comfortable retirement for yourself (and of course your spouse or partner if you have one!)
ensuring you are financially independent for all of your life
making adequate tax efficient inheritance provisions for your loved ones.
- See more at: http://www.gfa.ie

Most investors want to either preserve their capital or accumulate more. Here at GFA we believe it is possible to do both. We can accomplish this by careful, disciplined wealth planning tailored to the risk appetite and financial goal of each individual investor.

27/05/2014

Three questions to ask before deciding on an investment strategy
1. Do I have the time to research the market thoroughly?
2. Have I the time and expertise to identify my attitude to risk and match this to the investment portfolio I am comfortable with?
3. Can I devote sufficient time to monitor funds and managers on an ongoing basis and know how to react in periods of extreme market volatility?
If the answer to these questions is no, then it makes sense to outsource this to a qualified professional.

Address

5-7 Westland Square, Dublin D02XD 37
Dublin
4

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 6pm
Sunday 9am - 6pm

Telephone

0862541272

Website

Alerts

Be the first to know and let us send you an email when Guardian Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Guardian Financial Advisors:

Shortcuts

Share

Category