Danny Coad QFA.
Financial Planning for South African ex-pats living in Ireland.
Specialist Qualified Financial Advisor for Ex-pats
You’ve moved for a better future. Let’s build a financial plan to get you there.
As financial planners, we typically recommend that people review their financial plans & goals when they make any life changing decisions.
You’ve made some big changes all at once – career changes, moving house, city and country, changing tax and currency jurisdictions, new education choices for the children, perhaps plans to buy a home in the coming years…
Danny Coad is a Qualified Financial Advisor who specialises in financial planning for ex-pats who have moved from South Africa to Ireland. He has helped 100’s of SA families just like yours. There probably isn’t a Financial Advisor in Ireland who has worked with more SA families.
Danny will give you recommendations on the right levels of and the right types of insurance cover based on your family’s circumstances to protect you and your family if you got sick or died prematurely.
He can also help you get ‘mortgage ready’, advise you on saving or investing options and help you with planning for retirement.
Danny will help you to establish your financial needs and objectives and prioritise what’s essential now and what can wait until later.
Zoom calls are available upon appointment. He does not charge consultancy fees.
What people say about Danny:
Our team of Qualified Advisors will help you find the right type and level of cover for you and your family.
We compare prices and benefits from all the Big 5 insurers to find you the best deals available on the market.
We will check in with you once a year to ensure you still have the right cover as your circumstances change.
We offer a wide range of specialist consultations for every stage of your financial journey.