How you build your longer term savings will result from:
-better annual budgeting skills,
-improved understanding of where you spend your hard earned income,
-creating and adjusting savings goals each year,
-annual review of your goals and plans with your financial advisor,
When is life insurance necessary:
-support a non-working partner,
-support with living and education of children under the age of 23,
-support repayment of financial debts (home loan).
True Value:
Over time, you will be provided with the skills to be your own Financial Planner and take control over your own financial future.
What clients say about Sense Financial
Michael has provided us with guidance on a range of financial and investment opportunities to suit our retirement planning, and we found his service to be effective, efficient and very helpful.
Pat, Wexford
Michael has been our financial adviser for many years having been recommended by a friend. He has guided us through many important investment decisions. He takes the time to figure out all the option and really get to know our situation always going the extra mile. We recommend him highly.
David, Dublin
My Husband and I first had the pleasure of meeting with Michael in 2004, and he has been an amazing help to us since. Michael is great to work around our schedule, and always makes sure that we understand everything we need to. We are extremely pleased with Michael’s recommendations and he has never steered us wrong. Michael is always kind, helpful, and we are always able to get a hold of him when we need him. We would recommend Michael to a friend in a heartbeat.
Nora, Waterford
