Looking for a Strategy for your Approved Retirement Fund?

At Financial Planner we offer a comprehensive end to end solution for post retirement planning., whereby we do our best to ensure that we manage your funds carefully and build a plan in the most tax efficient manner.

Today, more and more people are choosing to use an Approved Retirement Fund (ARF) or an Approved Minimum Retirement Fund (AMRF) as the means to provide their income in retirement.  This involves continuing to invest your pension fund in investments funds when you retire and you 'draw down' your income as you need it.  One important decision you'll need to make at outset is to decide how your money will be invested.

New ARF Solution

The ideal scenario is to find a solution that balances investment risk with reward - giving your money the potential t grow while not overly exposing it to the volatility of investment markets.Now there is a new investment strategy that can automatically do this for you allowing you to get on and enjoy your retirement.

From the start you are fully invested in High/Medium risk assets until you reach age 75.

From age 75, you gradually de-risk into the low risk assets over a 15 year investment period to age 90.

Our walk in office provides access to qualified retirement & pension planning advisors covering pensions in Celbridge, Lucan, Maynooth, Leixlip, Clane, Naas and Kildare.