1. Do you have access to independent, impartial advice?
  2. Does your advisor understand the financial journey you need to take to achieve your desired lifestyle?
  3. How are you progressing on that journey?
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Please select at least one option and click enquire

  • Life Cover
  • Serious Illness
  • Income Protection
  • Healthcare
  • Retirement Planning
  • Estate Planning
  • Investments
  • Savings

If you would like any information on the topics listed, please tick the relevant box and submit the form. We will then contact you to arrange a meeting with one of our members

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Your family is your biggest asset and we have several ways to help you protect the income that provides for them.

If you own a business, you'll want to consider the various types of coverage we have to offer for your business and your employees.

Serious illness insurance can provide you with a one-time lump-sum benefit to help cover additional expenses often associated with a critical condition such as: Heart attack, Cancer, Stroke. This lump sum benefit can be used for; timely treatment outside Ireland, nursing or domestic help and a recovery holiday or modifications to a home or office.

Trusted Advisor Group members offer you access to competitive disability insurance products to protect your most valuable asset – your ability to earn an income. These products have been developed with the diverse needs of business owners, professionals, executives and employees in mind. Disability income insurance provides the resources you need when you are unable to work.

Health insurance is used to pay for private care in hospital or from various health professionals in hospitals or in their practices. The arrangements vary from one company to another but most companies have agreements with hospitals that the company will pay the hospital directly.

We're dedicated to helping you bring your dreams more within reach. One dream most of us share is a comfortable, secure and meaningful retirement. Your Trusted Advisor Group member can help you prepare for a dependable income, manage your long-term assets, plan for taxes and protect yourself against the unexpected so you can look forward to a more confident retirement.

Estate planning ensures your family and financial goals are met after you die. This includes making plans for the transfer of your estate after your death. Your estate is all the property that you own. It can include cash, clothes, jewelry, cars, houses, land, retirement, investment and savings accounts.

Investing in the market today can help you reach your future dreams, such as saving for retirement, education or world travel. Whether you already know a lot about the market or you want someone to help you make sense of investing, a Trusted Advisor Group member can help.

Whether saving for your children's education, home improvements, a holiday or simply that rainy day, our members can advise on the options available and the best ones to suit your own particular needs.

If you would like any information on the topics listed below, please tick the relevant box and submit the form. We will then contact you to arrange a meeting with one of our members

All our members are regulated by the Central Bank of Ireland