Financial Security

We all work hard to improve the quality of our lives and of those people that are close to us. This applies to our families and indeed in some cases also to our partners in business and our employees. However life can present you with unexpected events that can have a devastating impact on your life and of those close to you. Chief among these are the impacts of a serious illness, an accident or indeed death.

However you can lessen the financial impact of these events and provide financial security for you and / or your family or business in such an event. At Aengus Oates Financial Services, we examine the impacts that an unforeseen event would have on the financial security of you and your loved ones and help you plan to reduce the impact. We help you plan to;

  • Provide a buffer to remove the financial worries in the event of a serious illness to you or your spouse.
  • Provide a replacement income should you be unable to work due to illness or an accident.
  • Provide financial security for your family in the event of your death or that of your spouse.
  • Provide financial security for your business in the event of your death. Ensure your loans or mortgages will be repaid in the event of your death or that of your spouse.

We help you prioritise the risks and help you identify a suitable level of financial protection to achieve your financial security. We also set out any taxation benefits that may be available to you to help reduce the cost. Once we know what you need, we then research the products that are available in the market to find the best one for you in terms of the benefits that would be payable and indeed the costs associated with them. 

If you would like to find out more about how we can help you achieve financial security for you and your family or business, please give us a call at 090 6627878 or email us at info@oates.ie

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