090 6627878


Retirement Planning

None of us are getting any younger and even though retirement may seem like a distant event, steps that you take now will affect your financial wellbeing in your latter years. We’re all now living longer than before due mainly to the advances in medical science and while this is undoubtedly good news, it also comes with a price. The price of a longer life after retirement is the need for a larger nest egg to see you through these latter years.

At Aengus Oates Financial Services we work with our clients to help them plan to achieve financial independence in retirement. We help you plan to ensure that you will have enough money to fund your lifestyle after you stop working, no matter how long you live! We help our clients to make these retirement years their golden years.

We help our clients choose the right retirement planning solution for them. So whether you are a business owner, self-employed or an employee, we will get you on the right track to maximise your income in retirement. We know that pensions are a complex area – it’s our job to make them simple for you.

Funding a pension also has the additional benefit of reducing your tax bill. In fact, pensions enjoy a range of taxation benefits that are available to everyone;

  • Tax relief on the contributions that you make
  • You pension fund grows free of any taxes
  • You can take a portion of your pension fund out tax free at retirement

The longer that you pay into a pension fund, the more you can expect to receive when you retire and the more likely you are to achieve financial independence. So don’t delay – the time to consider how you will fund your retirement is now!

Book a free initial consultation

If you would like us to call you back simply complete your details below, including the subject you would like to discuss and we will contact you asap.

090 6627878

Email info@oates.ie