A basic aspect of wealth management is the protection and preservation of existing wealth in order to safeguard your standard of living.

We specialise in sourcing and reviewing life and health insurance for both private and corporate clients.

As a private individual you should consider whether or not you need protection. We can advise you on this according to your circumstances; however, you are likely to require protection if....

..someone is financially dependent upon you, or if your costs would increase if your partner were to pass away (life cover)

..your income would fall in the event of ilness (disability/illness cover)

As for medical cover, we should all really have this  in place.

Do you need life cover? Consider this example:
You are married with two young children. You earn €80,000 p.a. and your spouse earns €20,000 p.a. You own your house and the mortgage is fully paid off.

If you die, your family's estimated net income would reduce as follows:

*this includes the state pension

You should have life cover (either through work or privately) to at least provide for part of the reduction in income while the children are dependents.