When should you get financial advice?

When is the right time to look after yourself and your family? Most people benefit from seeing a financial adviser, but when are the best times in your life to see one? One answer is to say that you should visit an adviser whenever there’s a major change in your life. Marriage – Having children – Buying your first property – Death of a partner – Approaching retirement, etc. For example, if you’re about to have […]

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Do you have a mortgage? Can you spare 5 minutes to maybe save €000’s?

Just contact us and we’ll gather the information required to see how much you can save. We’ll then find the best rates and value for money and send you a free no obligation report. Nobody wants to pay more for anything than they need to. Whether you are a first-time buyer are on a variable rate or you’ve already fixed, there are great deals to be had. Why switch lender now? Mortgage rates have continued […]

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Spring 2020 Newsletter

Welcome to the latest edition of our newsletter. As a company, we recognise the importance of staying in touch with you, our clients, and we hope that this newsletter will provide you with information on issues and topics of importance to you and your business. In each issue you will find information on a variety of topics such as business, finance, legal, IT and HR together with economic commentary. This NEWSLETTER is one way in […]

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Join our Team

Financial Advisor urgently required Full-time, Permanent Base salary €25,000-€50,000pa (DOE)   Southeast Financial Services are seeking to recruit an experienced, ambitious and self-motivated Financial Advisor to join our successful and growing organisation. We are an award winning company and provide our clients with expert financial planning including pensions, life protection, retirement, inheritance planning, savings, investments, strategic wealth management, Mortgages and more. DESCRIPTION: As a financial broker, you will be reporting directly to our Director and […]

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Office Administrator Vacancy Gorey

Office Administrator Financial Services– Gorey, Co. Wexford Job Summary Southeast Financial services, provide independent financial planning including Pensions, Investments, Life assurance and Mortgages. Due to continued growth, an opportunity has arisen for a Financial Planning Administrator ideally with insurance, banking or financial services experience to join our team. As an administrator you will be a key member of the team ensuring the smooth day to day running of the business and provide first point of contact […]

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Merry Christmas 2017

Merry Christmas Hello everyone, I would like to take this opportunity to send warm seasonal greetings to all our clients and everyone we worked with or for in 2017. It was an exciting year here helping more people reach their financial goals, planning for the future and working on practical financial plans for our customers. We hope 2018 brings you all peace of mind and prosperity. We will as always strive to keep you informed […]

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Risk vs’ Reward

RISK V’S REWARD We all have different attitudes toward investing risk. Think about how comfortable you are with the possibility of losing money, what your timeframes are and how you emotionally deal with volatile returns. Your attitude to risk can influence your investment strategy as much as your financial circumstances. This is a decision that is very specific to you but it is an important one as you want to able to sleep at night. […]

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A host of links to all things pension

This week we would like to offer you a whole host of helpful links to articles about pensions that have appeared in national press in previous weeks. We would love you to get in touch if you would like more information and if we can help in anyway at all. Are you thinking of  getting a pension plan? Do you need more information on your retirement options in Ireland. Are you close to pension age […]

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The Inheritance Tax Nightmare

When the ‘Civil Partnership & Certain Rights and Obligations of Cohabitants Act 2010’(Civil Partnership Act) was passed, it created the legal status of civil partnership for same-sex couples. This meant that the property and financial entitlements that previously only applied to married couples would now apply to registered civil partners. However the Act only applies to same-sex couples who have registered their relationship. This has caused some confusion for co-habitants of the opposite sex, who […]

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Information on business protection

Business Protection. One of the companies we work with have’ been listening to Irish SMEs in order to better understand their Protection needs and their hopes for the future’ Here are some stats from Aviva Two out of three Irish SMEs claim to rely on a single individual or a small group of individuals to generate profit Half of them say the death or illness of a key individual would result in revenue loss 30% told us they’d cease to […]

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Can stay at home parents get insured?

Did you know that most of us understand that we need to insure the person in the family who works outside the home. However, the contribution the stay at home parent makes to the household can be sometimes deemed less important and overlooked.  If you think about how much financially you would have to pay for tasks such as childcare, housework, transport, cooking, and all the other tasks undertaken by a stay at home parent […]

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How can I protect my family if I get sick?

How would I protect my family if I was in an accident? No one likes to think about suffering an accident or a serious illness, or what would happen financially and the negative impact it  could have on your whole life.  You could never suffer an accident, you might be lucky enough to never miss any work from illness but these stats below are important to note. Because unfortunately accidents they do happen.  For instance, […]

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