Suite 17, The Cubes Offices, Beacon South Quarter Sandyford, Dublin 18, Ireland E: [email protected] T: +353 1 485 3305

Why use a Financial Advisor?

Why should you use a Financial Advisor? How do we add value for you? Why should you talk to Bluewater Financial Planning instead of someone else or do it yourself? There are lots of reasons why.

  1. We save you time. We can provide you with what you need quicker than you can get it yourself.
  2. We are experts in what we do. We have years of experience and are highly qualified so we can give you even better advice.
  3. We are independent financial advisors. We look at what is best for you and give you the advice that you need.
  4. We explain your choices so you can make an informed decision on what is most suitable to you.
  5. We speak in plain English, no jargon.
  6. We ensure that everything continues to do what you want it to do and update you on any changes and how it affects you.
  7. We deal with the product providers so you don’t have to.
  8. Investing can be complex. We have developed a 3 step process to make sure you make the right investment decision.
  9. We stop people doing stupid things with their money. We are the objective opinion on your investment choices.
  10. We help you figure out what your goals are.
  11. We help you calculate the targets you need to reach to achieve your goals.
  12. We work with you to make sure you reach your targets.
  13. We will spend as much time as is needed so you get what you want.
  14. What we do is important but not always urgent. We will make sure that you implement what is important now so it never becomes urgent.
  15. Making big financial decisions can provide a lot of uncertainty. By working with us, we will show you the effect any big financial decision will have on your future so you have clarity around any decision you make.
  16. We look at all your assets and sources of income so you don’t have to pay too much to achieve your targets. This means more money for you to spend on the things you enjoy.