Whether it’s savings or business protection, we have got you covered.
Financial planning is the process of meeting your life goals through the proper management of your finances. At DMFS we help you to bring clarity to, and to realise your financial goals and objectives. We can then offer you bespoke and pioneering financial advice to help plan your future.
‘Financially will I be able to do everything I want to do in my life?’
Through state-of-the-art financial planning software, the DMFS team will create an extensive and detailed picture of your income and expenditure and determine if your resources are sufficient to meet you short-, medium- and long-term needs. Cash flow modelling will help plan your future.
At DMFS we specialise in Pre & Post Retirement planning for Business Owners, Self Employed Individuals, Executives and Employees. There are significant tax advantages in relation to pensions and we want to help you maximise your tax relief to meet your future financial needs and to best preserve your wealth for generations to come.
Research shows that most Irish companies and partnerships have no business protection of any kind in place. When establishing a home, family, or business it is crucial to protect your interests in the event of serious illness, incapacity, or death. At DMFS we work with company directors and business owners to provide them with peace of mind by ensuring funding is in place for any unfortunate events.
Savings & Investments
Our strategy at DMFS is to have the correct plan in place. We undertake a rigorous risk analysis of your financial needs and objectives and from this we create savings & investment portfolios that match your attitude to risk.
Your mortgage is the most important and probably the largest single financial decision you will make during your lifetime. With access to the all the leading providers in the broker market, DMFS save you the time and effort it would take to gather all the information separately and tailor a mortgage solution from beginning to end, designed with you in mind.
€99 will provide you with a one hour private consultation that will identify your goals, needs and objectives.
Our cashflow modelling tool will help identify your current financial situation and allow DMFS put a plan in place for your future
The more information provided in the Cashcalc the greater the advice we can provide to you