Donagh O'Shaughneesy QFA - Financial Planning

04/10/2024

16/09/2019

Do you have a pension from a previous employment?

Are the funds still held in the pension scheme of your previous employer?

If you answered “yes” to the above please read on…

Are you aware that you can transfer these funds into your own name?

By doing this, it would help you to take more control of your retirement planning and also help you to avail of your own investment strategy going forward. It also saves you the red tape and complications of chasing previous employers for information and sign offs when you reach retirement age.

Do you know HOW TO or WHERE TO track down those pensions?

It’s not as complicated as you might think!

If you have policy numbers or old statements relating to these funds, please contact me and I would be happy to assist you on getting up to date information on these plans and to also help you weigh up your options.

Feel free to contact me on this page or at 0868358961 or [email protected]

"sophisticated yet simple"
www.syswealth.ie

29/03/2019

Do you have a pension from a previous employment?

Are the funds still held in the pension scheme of your previous employer?

If you answered “yes” to the above please read on…

Are you aware that you can transfer these funds into your own name?

By doing this, it would help you to take more control of your retirement planning and also help you to avail of your own investment strategy going forward. It also saves you the red tape and complications of chasing previous employers for information and sign offs when you reach retirement age.

Do you know HOW TO or WHERE TO track down those pensions?

It’s not as complicated as you might think!

If you have policy numbers or old statements relating to these funds, please contact me and I would be happy to assist you on getting up to date information on these plans and to also help you weigh up your options.

Feel free to contact me on this page or at 0868358961 or [email protected]

"sophisticated yet simple"
www.syswealth.ie

08/03/2019

*Joint Life Mortgage Protection v Dual Life Mortgage protection *

John and Mary both age 30 have a €250,000 joint life Mortgage protection policy over 30 years.If both die then there is €250,000 paid out to pay off the mortgage. Premium €18.17 per month.

Joe and Breda both age 30 have a €250,000 Dual life Mortgage protection policy over 30 years.If both die then there is €250,000 paid out to pay off the mortgage. But the real benefit of Dual Life Mortgage Protection cover is that a further €250,000 will paid to Joe and Breda’s estate. Premium €19.31 per month.

(Figures correct as of 01-03-2019)

Have you a Dual Life or joint Life Mortgage protection policy ?

Contact us now for a quote and further information

0868358961
www.syswealth.ie
email [email protected]
“Sophisticated Yet Simple”

05/03/2019

Hi Folks,

Thanks for liking my new business page. I have over 30 years of experience in the Financial industry. I am now a Senior financial consultant with SYS Wealth & Financial planners. I enjoy helping clients in protecting the present and planning for the future. In SYS Wealth & Financial Planners we use a unique 5 step process to create a plan to assist you on your financial journey. We specialize in best advice in the areas of protecting your family income in the unlikely event of death or illness and providing for your future through retirement planning, savings and investments.

If you would like further information on any specific area please feel free to send me a message on the page.

Thanks again,

Donagh.