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Call on 041 9803509

(041) 9803509

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info@omaclife.ie

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FAQs

Frequently Asked Questions

What is a Financial Advisor / Planner?

An expert in financial matters, a Financial Advisor provides services to both companies and individuals. Services can include personal financial planning, life cover, serious illness cover, income protection, health insurance, savings, investments, pensions, retirement planning, business financial planning, inheritance tax planning, mortgages, and commercial finance. Financial Advisors / Planners differ from Insurance Brokers whose services typically include house insurance, car insurance and commercial insurance.

When might I need financial advice and how can a Financial Advisor help me?

A Financial Advisor may be able to help you with investing or saving your money, planning for your retirement, making the most of a lump sum of money such as a redundancy payment or an inheritance, buying a property.

Why should I meet with a Financial Advisor?

No matter your current financial situation, there are plenty of great reasons to meet with a personal Financial Advisor. Whether you are trying to get out of debt, increase your income with investments, or simply save up for the future, an honest, trustworthy advisor can help you create a roadmap to your goals.

What should I discuss with my Financial Advisor?

Here are some of the most critical things to discuss with a Financial Advisor

  • Your spending and saving habits. …
  • Personal Budgets
  • Your emergency savings. …
  • Life insurance. …
  • Serious Illness Cover 
  • Protecting your Income
  • College funding
  • Retirement. …
  • Short-term and long-term goals. …
  • Your tolerance for risk.

Can I afford Financial Planning?

Financial Planning is more affordable than most people realise. In fact, services often cost less than the average TV subscription; and isn’t your financial fitness worth at least as much as your TV time?

Cost should never be a barrier to you benefiting from professional financial planning services. We are here to serve you and we’ll do whatever we can to help. Even if you think financial planning might be out of reach for you, contact us and let us discuss it.

Contact Us

Call on 041 9803509

041 9803509

Email info@omaclife.ie

info@omaclife.ie

Monday to Thursday:
8am – 4pm
Friday:
8am – 1pm

Make an Appointment

Make a Payment

Locations

Drogheda

OMAC Life
18 Duke Street, Drogheda,
Co. Louth. A92 PF97

Dublin

OMAC Business Centre
Nangor Road, Clondalkin,
Dublin 22. D22 T1X0

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Proud Sponsor

Holy Family Boxing Club

Holy Family Boxing Club, Drogheda

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OMAC Life & Pensions Ltd t/a OMAC Life is regulated by the Central Bank of Ireland. Company No. C5197.
Directors:  Liam McGrory, Orla McEvoy, Matthew McGrory
Registered Office: 18 Duke Street, Drogheda, Louth, A92 PF97.  Reg No. 206036

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