Social Media

How to get more likes and shares

Mortage Switching

thinking of switching your mortgage provider ?

Our mortgage advisers will guide you through the best options available for you

5 Reasons to Switch your Mortgage with Hegarty Financial Management

We research the best current competitive rates on the market that suits you
We bring you through the process from start to finish
We deal directly with all financial institutions/Banks
Saves time
Lower monthly outgoings

Saveing for a Rainy Day

What is Savings Plan?

We understand that what you do today, creates what is possible tomorrow. That’s where a sensible savings plan comes in, it can help you achieve your important financial goals such as paying college fees, buying your first home, helping your children get on the property ladder, or just having the security of a rainy-day fund. Savings Plan is an investment product that gives you a straightforward way to save every month via direct debit to help you achieve your long-term financial goals.

What are my financial goals?

Are they short, medium or long term. For example to buy a car, a home or investing for the future.

Should I save or invest?

For short term goals savings are where most people start, putting any spare cash to one side to build up a short-term safety fund in case of emergency. This money is often held in deposit accounts in banks. For medium/ long term goals a monthly savings plan or lump sum investment plan may give your money the growth potential it needs to help meet your goals.

What’s my attitude to risk

All investments come with a level of risk. The value of your investments can fall as well as rise. This is why it is imperative to get financial advice and complete a Risk Assessment questionnaire to determine your risk profile before investing.

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How can we help you?

If you have any questions regarding one of our services or an additonal one you need information on, please reach out to us now

First Time Buyers

Buying your first home in Ireland is one of the biggest financial decisions you will ever make. Before you decide on your new home it is important that you do your homework.

Mortage Switcher

We know deciding to move your mortgage can be a big decision. That’s why Hegarty Financial Advisors will listen to your needs and offer advice and recommend the right mortgage for you.

Self Employed

At Hegarty Finincial we understand the nature of working for yourself and have a refreshing approach to assessing the self-employed. We don't just look at drawings or directors remuneration.

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Retirement goals

Finincial Review

Retirement is your time. It is the start of a new and exciting chapter of your life and you have the chance to enjoy the freedom it presents. You can control what you want to do and when you want to do it.

It’s important that when you choose a pension plan you review it every year to assess your financial goals.

During a financial review we would go through the following:

Fact Find (updating your current financial and personal situations to help make a more informed decision)
Risk Assessment Questionnaire

Market analysis and how your investment fund is performing

As you are approaching your normal retirement age you should have a clear financial goal in sight.

When you retire, you will need to make sure that you use this retirement fund wisely. You want to give yourself financial security so that you can get on with enjoying a very fulfilling retirement. The most important decision you will have to make is what to do with your retirement fund.

Don't Miss Out

You can usually take a part of your pension fund as a retirement lump sum. You may be able to take some or all of this retirement lump sum tax-free. Then, if you meet certain conditions, you may be able to choose what you want to do with the rest of your fund. You can:

a) use it to buy a pension for life (also known as an annuity, a regular income for the rest of your life);
b) re-invest it in an Approved Retirement Fund (ARF)
c) take the rest of the fund as taxable cash.

Each person has different retirement goals therefore each retirement plan is tailored to your individual financial needs.

If you are nearing retirement age or would like to arrange a financial review contact me or one of the team today. We will work with you to help choose the best retirement plan for you.

Company Strengths at a glance

Our Strong Points

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Facebook

92%

Instagram

89%

95%

YouTube

98%

Tailor-Made Digital Marketing

Customized Social Media Strategy

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Bespoke Marketing Plans

We'd love to share our knowledge and experience

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Stay Connected

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Think Ahead

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We Solve Real Problems

what can we do for you?

Social Media

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SEO

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PPC

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Savings and Investments

Are you ready to invest?

First, take a look at your current financial situation to make sure that you’re ready to get started investing.

Do you have any debt that you need to pay off first?
Is there a specific time that you expect to need the money back?
Do you have enough saved to cover 3-6 months of normal living costs?

Our investment team will review your current financial situation when you complete both our financial fact find and risk assessment questionnaire. Once these are completed, we can review your current financial situation and recommend investment products that are available for investment in line with your risk profile.

Before you consider investing it is important to understand the following fundamentals

Understand what investing means
What investment options are available to you
Define your investment goals
Calculate how much you can save and invest
Understand your attitude to risk
Risk ratings and investment funds
Choosing an investment fund

Social Media

How to get more likes and shares

Jim Hegarty

Niamh Hegarty

Frank

Ross

Jim Hegarty

Niamh Hegarty

Frank

Ross

Mortage Switching

thinking of switching your mortgage provider ?

Saveing for a Rainy Day

Retirement goals

Finincial Review

Don't Miss Out

Company Strengths at a glance

Our Strong Points

Tailor-Made Digital Marketing

Customized Social Media Strategy

Bespoke Marketing Plans

We'd love to share our knowledge and experience

Stay Connected

Think Ahead

We Solve Real Problems

what can we do for you?

Social Media

SEO

PPC

Savings and Investments

Are you ready to invest?

Budget 2025 Update

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