SAVINGS & INVESTMENTS

SAVINGS & INVESTMENTS

Savings

Many people have different needs to save money. Depending on what exactly you want to save money for Halpin Wealth Management may have exactly what you need.

Do you want to save for
  • Your children’s education ?
  • A Holiday ?
  • A Car ?
  • A House ?
  • A rainy day ?

It is commonly thought that an adequate amount of savings/emergency fund within a household will cover the family’s monthly income for at least 3 months. Do you have savings of this amount? If not it’s time to start putting some money away.

These are just some of the savings plans people talk to us about and we can help you build up a fund suitable to your family’s needs as well.

 

Investments

Before Investing money you will want to be sure you have enough money put away for any unforeseen circumstances. If you have money to invest and once you are happy you have enough resources to cater for your family’s needs then investing with Halpin Wealth Management is the next step.

Recently, a banking forum in Dublin heard how increasing numbers of people are looking to influencers online for financial advice. While in a modern world social media is there to bridge the knowledge gap, we at HWM feel we are uniquely positioned to help.

The steps involved when you have money to invest are as follows:

  1. Meet with us to discuss your thoughts on Investments
  2. Define your attitude to risk, to make sure any recommendations we have are suitable for you.
  3. Decide how long you wish to invest your money for
  4. Structure a Plan that you are happy with and get started.

Investing with Halpin Wealth Management, means you can choose an investment to suit your specific needs and receive expert and qualified advice.

You will find some helpful tips on our blog “The Wealth Advisor”.

What to expect at a finacial Review

Book Appointment

Complete Questionnaire

Discovery Meeting

Receive Review

Our Full Range of Services

Financial Planning

At Halpin Wealth Management, we provide personalised financial planning services that take into account your unique goals, risk tolerance, and investment preferences.

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Protection Products

Our protection products are designed to help you safeguard your finances and protect your loved ones in case of unforeseen circumstances such as illness, injury, or death.

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Retirement planning

Your golden years will be as comfortable and stress-free with our customised retirement plan made just for you that takes into account your lifestyle, goals, and financial situation.

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Investments

We will help you grow your wealth and achieve your financial goals. We have options for either lump sum investing or regular investing that will suit your needs.

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    CORK, T12 V4DC