Protect your future
At Mercer, our protection team offers expert advice and guidance on a range of personal protection insurance products and services.
Mercer financial planning and private wealth
Take advantage of every opportunity to get ahead. Mercer Private Wealth delivers financial planning that could help make all the difference to your tomorrow. We put your financial well-being and future security first.
We put your financial well-being and future security first
Financial planning is the foundation for your entire financial journey that connects all the components of a comprehensive wealth management plan, including protection, investments, estate planning and retirement funding. We put your financial well-being and future security first. Our team of professionally qualified financial consultants works closely with you and your other professional advisors to ensure any investments and plans we may propose reflect your personal objectives.
Innovative financial planning solutions
When it comes to personal financial planning, we know that there is simply nothing more important than protecting yourself and your family and preserving and growing your wealth. Whether you are interested in arranging life and income protection cover or a review of your investment or retirement funding needs, our expert financial planners take the time to listen to you. By understanding your personal and business objectives, we can ensure that you protect what is important and help to achieve your investment goals and future income ambitions.
We deliver innovative solutions efficiently and effectively while giving you peace of mind and providing security in times of uncertainty. Above all, we classify ourselves as “financial planners.” We have access to insurance products, a broad range of fund options, tax structures, cash-flow modelling and administration platforms that enable us to create a financial plan that gets you where you want to be.
Financial Planning
What is personal financial planning?
Financial planning is a long-term approach to managing your finances. We strive to build strong, enduring relationships, and we understand that each client is unique. Your financial plans are not set in stone, and as we continue to build on our relationship with you, we will update and amend them as circumstances change. We know life does not always go according to plan and that, at different times, you may face the unexpected. However, making the most of what you have now and planning ahead will give you and your family peace of mind today and in the future. Put simply, we help people like you find the answers to your important financial questions. Drawing on our broad industry knowledge, we work with you to build a solution that is the perfect fit. The areas of planning we can help you with are outlined below.
We listen to uncover your financial goals and consider all your wealth management needs, from lifestyle to retirement. Put simply, we help people like you find the answers to your important financial questions.
DC and Private Wealth Leader for Mercer Ireland
We put your financial well-being and future security first
Related Insights
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Plan for your future
For your peace of mind, it is vital that you protect both your income and your family should the unexpected happen. Discover how Mercer can help!
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Annuities, ARF’s and AMRF’s
Our brief guide to your choices at retirement is intended for those who wish to take benefits from a defined contribution pension plan who may have the choice of an Annuity, approved retirement fund (ARF) and/or an approved minimum retirement fund (AMRF).
Footnotes
Please click here for important regulatory and privacy information.
Mercer (Ireland) Limited, trading as Mercer, is regulated by the Central Bank of Ireland.
We’re here to help
Whether you are starting a new job, need help with savings and investments, or planning for your retirement, we can help. Simply fill out the form below and we will be in touch to arrange an appointment with a financial advisor.
