Pick the one closest to you and we show the services that fit.
Everything below is set up for you by your own senior advisor.
Or Freephone 1800 808 808 and a senior advisor takes it from there.
Life cover, income protection, pensions, savings and your mortgage, compared across every main Irish provider and set up by your own senior advisor who stays with you.
A first home, a new baby, a job move, a pension you have not looked at in years. The big money decisions arrive at the busiest times of life, and most of them get made in a hurry.
We make them easier. Tell us where you are and what you want, and a senior advisor compares every main Irish provider, shows you the figures and sets up what you choose. Live quotes for life cover, mortgage protection, income protection and serious illness cover take two minutes online.
Financial planning, pensions, protection, savings, investments, inheritance and mortgages for employees, families and people in retirement.
Two minutes online. Tell us what you would like advice on and a senior financial advisor is in touch with your options.
Tax relief, contribution limits and the right plan differ between the three.
Stored securely, never sold. Used only to come back to you about your request.
A confirmation email is on its way to you, and a senior financial advisor is reviewing what you sent and will be in touch. Want to get ahead in the diary? Book your discovery call, or Freephone 1800 808 808.
Pick the conversation you need and a time that suits you. A senior advisor looks at your situation before you talk.
PersonalFor you and your family: protection, savings, pensions and a plan that ties them together.
BusinessFor owners, directors and employers: you, the company and your staff, planned together.
We (Richie and Nickey) received excellent pension advice that was clear, honest, and tailored to my situation. Everything was explained in a way we could easily understand, and we felt confident making decisions about my future. Highly professional service and very reassuring throughout the process.
They made setting up a company pension on a deadline extremely easy and stress free. You can tell they understand the products inside out. Very approachable, great availability for support with instant and clear answers.
True Wealth was super efficient in locating my UK pension. They were very professional and responsive in dealing with the relevant pension organization. I would highly recommend True Wealth.
Thank you for the several calls to advise me. Great client attention! Eimear is fantastic! I had my pension sorted and a few insurances arranged. All the best.
Excellent service. Always there if I had any questions, would recommend without hesitation. A 5 star service. Thank you everyone.
Straight answers with the figures. If yours is not here, a senior advisor answers it in your review.
Either. If you know what you need, the live quote pages compare the main Irish insurers in two minutes. If you are not sure, start with the short form and your advisor works out what you need first.
We are whole of market. For life cover, mortgage protection, income protection and serious illness cover we quote the main Irish life insurers side by side, including Irish Life, Zurich, Aviva, New Ireland and Royal London Ireland. For pensions and savings we compare charges, funds and terms.
That depends on what goes in, how it is invested and when you want to stop. Your advisor projects it to your retirement age, adds the State Pension, and shows you the gap, if there is one, and the cheapest way to close it.
Leave it where it is, move it to your current scheme, or move it into a personal retirement bond or PRSA in your own name. Our pension review compares each option in figures.
Mortgage protection is life cover that usually falls as your mortgage falls. Your lender is legally required to make sure you have it on a home loan, with some exceptions. You do not have to buy the lender's own policy.
Yes, and it works better that way. Two incomes, two pensions, one mortgage and one set of goals belong in one plan.
Two minutes online, then a senior advisor is in touch with your options.