Ocean.ie is pleased to announce a new service to our customers which is designed to provide them with access to one of our specialised advisors.
This is one-to-one to consultation presents an opportunity for the customer to have a close look at all their financial arrangements and to assess how well these plans are meeting the goals and aspirations of the client.
The consultation is broad in scope and specific in detail and all aspects of a person’s finances are examined from their borrowings, savings, life cover, retirement arrangements and general insurance such as house insurance.
The meeting can be held in our offices or indeed if requested we can meet with the customer in their own home.
In our experience customers who have availed of the service to date have found the meeting beneficial and indeed have saved money in the process, very important in these difficult times.
Please read the comments from one of our recent clients below:
Shane & Ruth – Wicklow
“Our recent meeting with our financial planner was very useful, we had never taken time to look at what we wanted to achieve in terms of our finances and indeed we were paying money out month on month without really knowing what for.
We now have a better understanding of our finances and although we cannot afford to meet all our goals right now we have a clear plan to follow and we will look at this plan with our advisor each year to ensure the plan is relevant to our circumstances at all times.
An even bigger surprise was that as well as getting clarity on our financial planning our advisor was able to restructure our current policies to save us €650 a year”
If you are interested in discussing this service further just contact Ocean on 01-8693400 or use the quick enquiry form here.
