Synergy Finance was co-founded by Andrew Whelan and Emer Eyres who have over 30 years combined experience delivering expert financial advice to the public and private sector.
Synergy Finance operates with a nationwide team of highly qualified financial consultants. Due to the fantastic response from our clients we are continuing to grow and we are very experienced in dealing with the finances of public sector employees. Synergy Finance consultants are located throughout the country. Synergy consultants have extensive financial services experience, having worked for a number of years at various financial institutions, life assurance companies and financial brokers that are specialised in working with the public sector.
Oftentimes people come to us wondering how much will be in their pension once they retire—reluctant to speak about anything else. If you are like most of us, discussing finances with people is a very personal matter. At Synergy Finance, we understand your discomfort to open up about something so deeply private.
As your trust in us is earned, we will establish and maintain a pace that makes you comfortable.
Because this is the story of your life as it unfolds, your journey with a financial planner doesn’t begin and end with our first meeting. As you grow older, chose whether to get married or stay single, decide whether having children fits into your plans, climb the corporate ladder, switch careers or start a business, and eventually retire, it is necessary to make changes to your portfolio along the way to ensure they continue meeting your goals.
With many people either living paycheque-to-paycheque or unclear how to make their euro stretch, finding money to save for the future can be akin to finding the needle in a haystack.
It’s not uncommon for clients to come to Synergy Finance unsure what their financial needs are, let alone how to reach them. The role of a financial planner is two-fold:
How can we help you meet your financial goals?
Knowledge and Experience
If you want to be able to enjoy retirement, start planning now. Start small pension savings and build on them as and when affordable.
When you have an income, property (principal or investment), a family, even if you own a business you may need to consider protecting yourself and your family in the event of illness/injury or death.
We can help you find the right policy for you. Contact us ASAP.
