Financial Planning is Simple it’s just not Easy!

In this book I will set out the simple ways to achieve financial freedom as I would in a meeting with a client.

My name is Mark Corkery, I am a Certified Financial Planner and I currently work as the Financial Planning Director at Premier Financial Tralee.

Financial Planning through Certified Financial Planners is a recently new professional service that became available in Ireland from c. 2013.

This service has been more commonly available for many years in the United States, United Kingdom and Australia. I wrote this book to help you get an understanding of what proper Financial Planning is and what you need to do to begin to prepare a Financial Plan for your future. I titled the book “Financial planning is simple it’s just not easy” as Financial Planning is similar to “getting fit”.

All you need to do to get fit is to eat less, move more and sleep better. Getting fit sounds simple but we all know it’s not easy. Like Financial Planning you need guidance and coaching to make you accountable to take action. I have been advising Financial Planning clients now for over 25 years and understand that it is difficult to carry out the actions necessary to have a financially healthy life and plans always seem to get side tracked by human behaviour.

In this book I will set out the simple ways to achieve financial freedom as I would in a meeting with a client. However, I will also set out the various actions you will need to consider to help you achieve your financial goals.

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Investment & Pension Retirement Planning Service

We have an extremely simple investment process to make it easier for you to understand. This process enables us to work collaboratively with you towards your investment and retirement objectives. Our investment service offers you full visibility of your investment progress online and via a mobile application on a 24/7 basis. In addition, our investment service offers you excellent value for money and transparency in relation to your investments at all times.

Retirement is a time when you have possibly moved from a busy life in employment or your own business to having time to do some of the things in life that you had always put off. At Premier Financial we aim to make the investment and pension planning side of this part of your life as simple as we can. We use all the latest technology to allow you to be in contact with your money any time any place. Although we have all the latest technology we take great pride in our personalised service. All our current retired clients know that when they visit our office they will be met by a member of our team who knows them and can deal with any queries or concerns they may have.

Tax efficiency

From experience we know that when people in retirement make investment, pension and financial decisions in a disjointed matter they don’t quite often consider the most tax efficient way to plan their affairs. At Premier Financial our Investment & Retirement Planning service reviews the tax efficiencies of your investments and present you with the best options that suit you and will help you achieve your investment goals.