Shaping Your Financial Journey: Personalised Planning for Employees
Navigating the twists and turns of your career can be exciting and demanding. Amidst the rush, planning for your financial future should never take a back seat. This is where Ferris Financial Planning comes in, providing you with reliable guidance and personalised financial solutions.
Our expertise lies in catering specifically to employees like you. We recognise that your financial needs change with every phase of your career - whether you're a newcomer in the field, in full swing, or contemplating retirement, we've got you covered.
Comprehensive Retirement Planning
We understand that your financial needs evolve with your career progression. Therefore, we provide personalized advice on income protection, retirement planning, and wealth management that fits into your life.
At Ferris Financial Planning, we take pride in creating long-lasting relationships. Our team takes the time to understand your financial goals and aspirations, and we walk you through every step of your financial planning process in a professional, frank, and friendly manner.
Personal Retirement Savings Account (PRSA)
One essential tool we recommend for employees is the Personal Retirement Savings Account (PRSA). A PRSA is a structured way to save for your retirement, allowing you to create a financial cushion for your future while enjoying immediate tax advantages. Your contributions to a PRSA reduce your taxable income, leading to substantial savings over time.
What sets a PRSA apart is its flexibility and portability. You can adjust, pause, or resume your contributions based on your current financial situation, and if you change jobs or turn self-employed, your PRSA follows you. It's a retirement savings plan that adapts to your changing career and life circumstances.
With agencies in the main five life companies in Ireland, our team provides expert management of your PRSA. Your savings are invested by professional fund managers, who make wise decisions based on your risk tolerance, potentially leading to better investment returns over time.
Your Trusted Advisors
At Ferris Financial Planning, we value long-term relationships based on understanding and transparency. We take the time to understand your career path, financial goals, and aspirations. We guide you through every step of your financial journey, offering professional, frank, and friendly advice.
Secure your financial future with Ferris Financial Planning, and gain the peace of mind that comes from knowing your finances are in safe hands.
A Diverse Network of Providers
At Ferris Financial Planning, we understand that not all pension providers are the same. That's why we have developed a diverse network of trusted providers that we advise our clients on, including Irish Life, Zurich, New Ireland, and Aviva. This allows us to provide a tailored approach to each client's unique situation, ensuring that they are matched with the provider and plan that best suits their needs.
Our expertise and knowledge of the pension market means that we can guide our clients through the often complex process of choosing a provider and plan, ensuring that they are informed and empowered to make the best decision for their retirement.
Explore What Makes Us Different
Proactive Guidance & Support
Expertise
Our team posses extensive knowledge in the industry, with years of experience providing tailored financial planning solutions to our clients
Transparent & Empowering
We believe in educating our clients and giving them the knowledge they need to make informed decisions about their finances.
Approachable & Friendly
We understand that financial planning can seem daunting, so we aim to provide a warm and welcoming atmosphere to all our clients.
Let Us Help You Make Sense of Your Finances
Whether you're planning for retirement, are looking for cover, or want to invest, we can help you make informed decisions and get the most out of your money. Contact us today to schedule a consultation.
