This journey is different for everybody. We start with the bigger picture. We look at your current and future needs, taking all your assets and commitments into account. We discuss all the possibilities and provide you with a plan for a successful retirement.
Pensions and their rules are very complex. Our planner will work with you on what works best when they consider your financial circumstances and commitments. Working on a pension that works best for each individual journey.
We know markets don’t move in straight lines. This can be worrying when drawing an income from your investments in retirement. We work with industry experts to create a portfolio to withstand the ups and downs of the markets, giving you peace of mind.
As with everything in life’s journey the unexpected can happen at any time. It’s impossible to predict these events. We always assume it won’t happen to us. If you have a family or financial dependents it’s vital there is a plan in place. We look at your current and future risks. We discuss all the possibilities and provide you with a plan that works best for you and your loved ones. Protecting what matters most.
Protecting your business from unexpected life events is a conversation worth having. The same unexpected events that can be devasting in our personal lives can have serious repercussions to your business. Owning or part owning a business can throw up unexpected scenarios should the worst happen. How this protection is structured can be very complex. Our planner will work with you on a plan that works best for you and your business.
We always think that the worst won’t happen to us. This can be worrying when we haven’t made plans for unexpected life events. We work to inform our clients on possible risks that may not be obvious and structure a plan that works best for their journey. Giving peace of mind should the worst happen.
There is a world of investment opportunities. We give you access to a comprehensive range of investment opportunities. We can provide you with access to the world’s leading fund managers.
Experience is an expensive school. Our advice is based on a solid foundation of experience and a solid process. We understand the key points that affect the return. Use this knowledge to maximise your investment.
Are you getting the best advice on how to plan best for your retirement? Each person’s journey is different and there are many ways to provide for extra income in retirement. We look at your current and future needs taking all your assets and commitments into consideration. We discuss all the possibilities and provide you with a plan for successful retirement.
Public Sector Pension rules can be very complex and involve the below:
PCW Buyback or buying back of years
Backdating
Notional Service Purchase (NSP) or notional years
Additional Voluntary Contributions (AVCs or PRSA AVCs)
Cost Neutral Early Retirement
Ill Health Retirement
Supplementary Pension
Contributory Pension from Social Welfare for certain PRSI payers.
We can help you navigate this minefield of jargon with plain English to get the best plan for you.
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Assess and understand the specific financial requirements and challenges you face.
Establish clear, achievable financial objectives to guide your planning.
Create a tailored financial plan and discuss it with feedback and alignment.
Regularly review and adjust the plan as needed to ensure it continues to meet your goals.
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GKAOS Financial Services Ltd. t/a Public and Private Planners is Regulated by the Central Bank of Ireland.
Registered address Moatfield House, Culmullen, Drumree, Co Meath.
Registration No. 643507. Member of Brokers Ireland. Director: Garreth Kelly
Regulated by the Central Bank of Ireland
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