Retirement Planning Advice

RETIREMENT PLANNING SERVICE IN 3 EASY STEPS

1.Book an appointment with our retirement planning experts at a time and date that best suits you.

2.Our financial advisors will connect with you and ask you your current financial stance and future retirement goals.

3.Thereafter , we will create a retirement plan depending on what size fund you need to accumulate to produce a sufficient retirement income.

Defining The Path To Achieve Retirement Goals Without Any Financial Dependence

Step 1

People are now, on an average, living longer than before. If you’re lucky enough to find yourselves in the above average mortality age bracket, you’ll need to stretch out your retirement savings further than you planned.

Step 2

With the right retirement planning, you can enjoy a comfortable retirement and live totally in the moment. You no longer have to worry about toiling extra working hours or borrowing. You can be carefree with your retirement time.

Step 3

There may be speed bumps ahead in your life and you may encounter some money troubles. Having a proper retirement plan in place will put you in the best financial place to deal with unforeseen hurdles.

Step 4

Accumulating the funds you need for a comfortable retirement may take years. By planning and investing early in your career, you will have a substantial fund to fulfill all of your retirement dreams.

The Retirement Planning Checklist

Make Sure You’re Ready For Retirement By Ticking Off That Checklist With Expert Financial Advisors

Figure out when to start retirement planning

Calculate how much retirement money you need

Keep other financial goals in priority too

Choose the best retirement funds and savings

Get in touch with us

We’re here to help—reach out anytime for expert advice, personalised support, or answers to your financial questions.

Mernie joined Money Sense as a Director in 2008 and works in the area of administration and compliance.

Mernie is an Economics and French graduate from UCC.

Mernie also has a postgraduate diploma in Computing and has previously worked in the IT industry for a number of years.

Mernie’s IT experience and business acumen are invaluable in organising and managing the office and maintaining strict compliance requirements.

Mobile: 087 8364150

John is a Qualified Financial Advisor (QFA) who has over 40 years of experience working in the Financial Services Industry.

Having previously worked in the Banking Sector for 28 years, John has acquired significant knowledge and experience in all areas of financial planning and advice.

Establishing Money Sense Financial Services has enabled John to use his extensive experience in providing impartial and sound judgement in the pursuit of better Client solutions in the open marketplace.

John is extremely passionate and committed to his work and prides himself on a positive ‘can do’ attitude. He is very dependable and will do everything in his power to assist customers achieve their financial goals.

In his spare time, John is a staunch GAA enthusiast, being currently involved with Dr. Crokes GAA Club as Manager of their Senior Hurling Team.

Originally from Newtownshandrum, John is a proud Cork man but has settled well in his adopted County and is doing everything in his power to promote the small ball game in Kerry.

John is also a member of Killarney Golf Club with a respectable handicap. John gives 100% in every project he undertakes and exudes positive energy and enthusiasm which can be infectious.