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Description
Nestegg Wealth Brokers Limited was established to advise clients on their investment, protection and retirement planning needs and is focused on building a long term relationship with its customers. Nestegg Wealth Brokers Limited works diligently with its third party product providers to source suitable product to satisfy the needs of its clients. Nestegg Wealth Brokers Limited acts as a Financial broker in relation to the services of: Pensions, Investments, Mortgages and Protection.We only every offer clients the very latest and best mortgage advise, financial planning advise and market specific investment advice.
Frequently Asked Questions
- Q: What retirement planning do you have?
A: We can set up your Company or Personal Pension and help you avail of the generous tax reliefs available to help you to fund your retirement. A Pension is an important Nestegg in your Portfolio of assets at Retirement. Our professional brokers provide clients, from our offices in Portmarnock, pension advice and recommendations on retirement planning. We can help to advise you on the range of options in the market and find what suits you based on your attitude to risk versus your investment objectives. We can carry out a review of your existing Portfolio and make recommendations for you to consider. - Q: Can you help with me life cover advice?
A: The market for Life Assurance Cover is very busy and sometimes the advice can be lost because of the spotlight on price. We focus First on what you need to do to Protect your Mortgage, Family or Business. We then focus on obtaining quality product to suit that need at a competitive price. - Q: What is a financial road map?
A: During our fact find review, we seek to establish and prioritise your objectives e.g.: · To agree a clear financial road map and a suggested time for implementation. · To advise you on methods that increase wealth in a tax efficient manner, with particular focus on planning for retirement. · To ensure your income streams are adequately protected. · To agree efficient methods for passing your wealth onto your dependants/next generation. Nestegg Wealth Brokers Limited t/a MyNestegg.ie is regulated by the Financial Regulator.
