50 EXCELLENT YEARS OF EXPERTISE AND SPECIALISATION

Financial Planning Process

Clients of Duffy Financial Advisors are guided through a systematic financial planning process that is designed to structure financial decisions and manage investments in order to meet their long-term financial goals.


OUR SERVICES

Our services to our clients.

RISK ASSESSMENT

What is your attitude to risk? This is vital to know before making an investment decision.

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PROTECTION PLANNING

Review both your personal and business protection needs in the event of death, sickness, loss of income and more.

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PENSION ADVICE

Failing to plan is planning to fail. It is very important to review your retirement goals on an on-going basis.

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SAVINGS

Saving for medium to long terms goals is a very important part of the financial process. From saving for a deposit on a first house to saving for your children’s education.

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REVIEWS

Probably the most important part of the financial planning process. Regular reviews are an integral part of financial planning so as to assess your progress towards your long term objectives.

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INVESTMENTS

Individual risk assessments are vital before making any investment decision. At our initial meeting we will do a risk assessment report with you. When completed we will then design an investment portfolio within the scope of your risk appetite to meet your financial needs and objectives.

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