Money Maximising Advisors are a team of Certified Financial Planners (CFP), Tax Advisors and Qualified Financial Advisors (QFA), based in Galway & operating nationally, providing a wide range of financial products to individuals and businesses, including:
If you would like to Book an Appointment to speak with a Financial Advisors about our Services/Products, please contact us here:
Life cover pays out either a lump sum or an income in the event of your death. Life Cover is purchased by individuals who want their family to receive a lump sum of money if they die prematurely. The money can be used to ease the financial burden on a family after bereavement.
Applying for a mortgage is one thing – but getting approved is a totally different story. Far too many perfectly suitable applicants get their mortgage application declined on a day to day basis. From our experience, the main reason for this is lack of knowledge and preparation. As mortgage brokers, this is our area of expertise.
A pension is a long-term savings plan for your retirement. Unlike a regular savings account, money invested in your pension can earn important tax breaks. When you retire, and look to access to your fund, the benefits can be drawn down in a tax efficient way. The earlier you start your pension, the cheaper it is for you to provide the income you want in retirement.
Serious illness policies provide you with a tax-free lump sum in the event of you being diagnosed with one of the specified serious illnesses covered on your policy. There are over 50 specified illnesses covered and partial payouts for over 20 specified illnesses.
Mortgage protection is life insurance that pays off your mortgage in the event of your death. The sum of money insured under a mortgage protection policy reduces down each year in line with your mortgage balance outstanding. So as your mortgage reduces, so too does your mortgage protection
Income protection is a simple, tax efficient and inexpensive plan that provides you with a source of income if you are unfortunate enough to be out of work because of an illness and suffer a loss of earnings as a result of any disability, any injury or any accident.
With saving and investment plans you can save regularly or invest a once-off lump sum. With bank interest rates at an all-time low, it is more important now than ever to ensure you are making the most of your money and planning for your future spending needs.
A buy to let mortgage is where a property is bought for the purpose of renting it out to tenants. They can be a great source of monthly recurring income & building your property & investment portfolio.
If you have previously worked in a company(s) that offered a pension as part of their employment package and either you, your company or both parties contributed into this pension for over a 2 year period, then you may have a accumulated a considerable pot of money.
This is a service that we offer to companies who wish to promote financial wellness in the workplace. Each Wellness Program can be tailored for each individual company, depending on the size of the workforce and budget available. There are a variety of areas we cover in this wellness service.
With this service, we provide ‘Education and Training Seminars’ for employees on a wide range of topics. Senior management can decide on these topics prior to the seminar.
In order to apply for our special Public Sector Mortgage, only one applicant needs to be a public sector employee. We offer a number of flexible repayment options throughout your mortgage term.
Money Maxismising Advisors