Comprehensive Lifestyle Financial Planning

Do any of the following apply to you?

  • I want to be more organized financially
  • I want to improve my investment returns
  • I want to reduce my tax bill
  • I want to manage financial risk better
  • I want to avoid running out of money
  • Above all, I want to achieve and maintain my desired lifestyle

Here at GFA, We will help you envision and realise a brighter future: 
Many people now expect to live to a greater age than their parents and to enjoy a standard of living undreamed of in earlier times.
In practice, this will be possible only if they have arranged their affairs so that they will be financially independent and able to afford not only their desired lifestyle but also the cost of suitable care if health problems arise.

GFA are here to help YOU.

Your Personal Financial Plan

  • We will help you organise your arrangements and develop a comprehensive Financial Plan aimed at achieving your objectives. Often, the greatest challenge is to increase cash flow.
  • Your Plan will incorporate clear statements to show your current and anticipated future cash flow and will assemble in one folder all your key financial data.

Our comprehensive Lifestyle Financial Planning System is designed to help you formulate a realistic Financial Plan for your future. Our System will manage the changes you judge to be necessary and once a plan of action has been agreed we will help you to implement it and to keep it up to date in line with your changing circumstances. This will give you the comfort of knowing your future will be financially secure.

GFA offer a very holistic, comprehensive financial planning and investment service linked to lifestyle planning. Our advice is proactive, independent and objective and, for over a quarter of a century, we have guided many clients to have greater security and confidence about their present and future financial direction.

At every meeting with Jack, a date will be agreed for your next planning meeting, thereby maximising the likelihood of ‘staying on track’ to achieve your objectives.
The process is logical and effective.

How it works

Contact us today

Please contact Jack FitzPatrick today on Tel: 086-2541272 or Email jack@gfa.ie to arrange a no obligation appointment with him.

Getting to know you

This meeting is to decide if we would be the right people to advise you and if our service would deliver you significant value for money.

Recommendations

After assembling relevant data, we will present the first draft of your Financial Plan , with a schedule of recommended actions.