Financial Protection is the ‘safety net’ of Financial Life Planning in that it seeks to pre-empt, or plan financially for, certain scenarios which may arise in your life.

ASK KEY QUESTIONS

  • How would your family be financially affected if something were to happen to you today?
  • What do you need to do to protect your financial goals?
  • Will your financial obligations be fulfilled?
  • Will there be a source of income for day-to-day needs?
  • How would your business be financially impacted by the premature death or serious illness of a key employee?

Whatever your requirements are, your Davy portfolio manager and our team of financial planning advisors are there to help you figure things out, providing solutions that can help minimise the financial impact of an unforeseen event for you and your family.

PROTECTION PLANNING AS PART OF YOUR FINANCIAL LIFE PLAN

Davy Financial Life Planning is about trying to fulfil real, financial goals that will have a positive impact not just on your life but potentially on the lives of those coming after you. Protection Planning can provide the ‘safety net’ in helping you achieve these goals and works hand-in-hand with your Lifestyle and Succession Planning strategies.

PROTECTION PLANNING BROCHURE

For more details on Protection Planning services from Davy Private Clients, read the Protection Planning Brochure.

To start your planning conversation, call or email to arrange a meeting with a portfolio manager.

+353 1 614 8778