Testimonials >> "If it weren’t for great people like you, there wouldn’t be grateful people like me."- Varghese (South County Dublin)

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Financial Healthcheck

Do something about it today or you never will.
There are 2 aspects to your financial review:

1. Can your mortgages and investments be structured any better than they are already?
- We can quickly see if there are any improvements to be made, based on our experience in the mortgage industry.
- We will quantify the net savings of any proposed change.

2. Protection of your financial position and that of your family.

Life Cover
We look at your present financial position if you or your spouse died.
- Will your debts be cleared and perhaps business commitments?
- What standard of living will your family have and would you be content with that standard?
- How much it would cost to replace a stay-at-home mother?
- Would you like to protect the beneficiaries of your estate against Inheritance Taxes?
- We can help with the calculations and suggest cost-effective ways to financially protect your family as you wish.

Illness Cover & Income Protection
We look at your financial position if you or your spouse suffered a serious illness or if you were out of work due to ill health.
- A lump sum would help by getting rid of loans or perhaps contribute towards expensive medical treatment for example.
- An ongoing income would be invaluable if the illness kept you out of work for a long time.
We all need income to pay for the normal aspects of daily life, so we can look at ways to protect your income.

Retirement Planning
We look at your financial position if you or your spouse don’t die or get sick prematurely.
- Have you got a pension plan?
- What kind of income can you reasonably expect from that plan?
- Is your pension going to depend on the value of stock markets on the day you retire?
- Are you aware of the flexibility of PRSA AVC’s?
- Are you aware of the opportunites available to company directors who own at 5% of the company?
- Have you heard of self-administered pension schemes?
- As a self-employed person, are you looking after yourself or do you think your business will be your pension? 

Call us today on 01-6276000 or email info@lucasmortgage.ie