Welcome to Money Sense
Building Financial Confidence for Families & Businesses
We offer Financial Advice to our clients in a very personalised, efficient and friendly service
Our Partners :
Who We Are
Welcome To Money Sense Financial Services
Money Sense Limited t/a Money Sense Financial Services based in Killarney, Co. Kerry is now a part of Money Maximising Advisors group.
We are a member of Brokers Ireland. Our Services include Financial Planning & Advice, Investments & Savings, Mortgages, Life Cover, Critical Illness, Retirement Advice, Pensions Advice, Business Protection & Income Protection.
Our Company’s aim is to be open, honest, sincere, hard working in all our dealings. We show real concern for all our clients. We assist clients with all their financial requirements in our ever changing environment.
Investment Planning
Structuring Investments To Suit Clients Requirements In Their Pension And Investment Portfolios
Financial Planning
Helping Clients Set And Implement A Financial Strategy Specific To Their Needs And Requirements
Retirement Planning
Helping Clients Live The Life They Want To Live In Retirement Without The Fear Of Running Out Of Money
Pension And Tax Planning
Using Pension As A Tax Efficient Method Of Reducing Tax Liabilities While Simultaneosly Building Wealth For Individuals
Honest Advice. Real Support. Smarter Financial Choices.
Serving Killarney & Beyond with Integrity and Care
What We Offer
Trusted by Clients for Personalized, Honest, and Reliable Financial Solutions
We offer expert guidance in financial planning, investments, mortgages, pensions, life and income protection. Our goal is to help individuals and businesses make smart, secure financial decisions for a confident future.
17K+
Happy Clients
Satisfied clients trusting us for honest, reliable financial guidance daily.
Our Services
Money Sense Financial Services
Personalised Financial Solutions You Can Rely On
Previous Pension Advice
Once you cease pensionable employment, your ex-employers HR/Pensions department will usually send you your ‘Leaving Service Options’ document to review.
- Review and consolidate existing pension plans
- Identify potential growth and cost-saving opportunities
- Personalized retirement planning based on current needs
Overseas Pension Advice
If you are someone who has worked abroad and have not yet transferred your pension, it may be worth your while to look into this in greater detail.
- Advice on UK and international pension transfers
- Ensure tax efficiency and regulatory compliance
- Tailored solutions for returning residents or expatriates
Superannuation Advice
Public Sector Superannuation schemes can be quite complex and difficult to understand. Our team of Advisors have vast experience with advising public servants on these schemes.
- Understand your superannuation scheme and entitlements
- Plan retirement age and lump sum options
- Maximise benefits with tailored financial strategies
Pensions Advice
Need advice on how to start a pension, review pension benefits, or unlock pension early? Talk to our award-winning pension financial advisors!
- Evaluate current and past pension plans
- Create a personalised retirement strategy
- Maximise pension contributions and tax efficiency
Protection Advice
Book an appointment with our protection advice experts at a time and date that best suits you.Our financial advisors will connect..
- Life Cover to support your loved ones
- Critical Illness Cover for serious health events
- Income Protection to safeguard regular earnings
Retirement Planning Advice
Book an appointment with our retirement planning experts at a time and date that best suits you.Our financial advisors will connect with you
- Set realistic retirement income goals
- Assess savings, pensions, and investment options
- Create a flexible, long-term retirement strategy
Inheritance Tax Advice
Estate Planning, generally referred as Inheritance Tax Planning, is the process of planning for the transfer of a person’s wealth and property after death.
- Structure your estate for maximum tax efficiency
- Use available exemptions and reliefs wisely
- Protect family assets with strategic planning
Mortgage Comparison – Advice
Buying your first home, trading up, or simply switching providers? The mortgage world can be complex, full of jargon, changing rates, and limited offers.
- Access to multiple banks and lending institutions
- Advice tailored to first-time buyers, switchers, and movers
- Focus on best rates, terms, and repayment flexibility
Corporate Financial Wellness Advice
Our new Corporate Financial Wellness Program is a service which we offer to companies who wish to promote financial wellness in the workforce.
- On-site and virtual financial education workshops
- Tailored advice on pensions, protection, and savings
- Boost employee engagement and retention through financial wellbeing
Money Management Advice
Money Management Services are financial services that help individuals and businesses manage their financial resources effectively.
- Create and maintain a realistic monthly budget
- Develop effective saving and investment habits
- Reduce and manage personal or household debt
Seminars/Presentations
With this service, we provide Education and Training Seminars on a wide range of topics. These seminars can be either performed in-house
- Tailored sessions on pensions, protection, savings, and more
- Available for schools, businesses, and community groups
- Clear, practical guidance with real-life financial examples
Redundancy Advice
If you’re facing redundancy, understanding your financial entitlements is crucial. Your redundancy package can significantly impact your pension and future financial security.
- Assess lump sum payments and tax implications
- Review pension and protection options post-employment
- Create a personalised financial plan for stability
Why Choose Us
Your Home, Your Future, Our Commitment
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Competitivea Pricing
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Free Consultations
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Lifetime Tracking
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Listing Property
Empowering Your Homeownership Journey
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House
Tangerang, Indonesia
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- 2 Beds
- 2 Bath
- 1 Parking lot
- 1250sqft
Apartment
Surabaya, Indonesia
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- 2 Beds
- 2 Bath
- 1 Parking lot
- 1250sqft
Office & Apartment
Semarang, Indonesia
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- 2 Beds
- 2 Bath
- 1 Parking lot
- 1250sqft
House
Tangerang, Indonesia
Primis aliquam praesent pulvinar metus mus magnis placerat vehicula enim.
- 2 Beds
- 2 Bath
- 1 Parking lot
- 1250sqft
Your Path to Homeownership Begins Here
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Personalized Guidance
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Mortgage Solutions
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Appointment
Let's Talk with a Lending Specialist
Connect today for expert mortgage advice tailored to your needs.
- Every Step Of The Way
Guiding you through your financial journey with clarity and care.
- Dedicated Loan Concierge
Personalised loan support from application to approval — stress-free service.
- Flexible Rates & Low Fees
We offer competitive mortgage options with low fees and flexible terms.
Make an Appointment
Schedule your consultation today for trusted, personalised financial guidance.
Testimonials
What our clients say about us
Our clients appreciate our honest advice, personal service, and trusted support in achieving their financial goals with confidence and clarity.
This is my second time availing of John's services and yet again he didn't disappoint. John explains everything very clearly, step by step and he takes the stress out of getting a mortgage. He researches the best offers available
Money Sense Financial Services
Navigate Homeownership with Confidence
Money Sense Limited t/a Money Sense Financial Services based in Killarney, Co. Kerry is a family run Company. We are a member of Brokers Ireland.
