Joe Coyle

Financial Consultant

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This entry was posted in Financial Advice on November 5, 2013 by jcfc.

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Do You Need Our Services?
- Ask Yourself


Protection

  • In the event of my death will….
  • My debts be paid off?
  • My Income continue, reduce or cease?
  • My children’s education be paid for?
  • My business /business partner be protected?
  • My children have inheritance tax to pay?
  • If I become seriously ill will…
  • I have the funds to cover medical expenses, debt repayment, Income
  • replacement , convalescence etc.?
  • If I suffer long term disability will….
  • My income continue, reduce or stop?

Retirement Planning – tax effective planning for self-employed, company directors or employees

  • At what age do I want to retire?
  • What income will I need?
  • Where will that income come from?
  • How do I fund for the shortfall?

Savings & Investments

  • Do I save regularly to provide for a house deposit, children’s education, retirement etc.?
  • Do I have money Invested or on deposit?
  • Do I know what my appetite for risk is?

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