52 Questions for Business Owners.

How To Build Your Personal Wealth And Protect Your Business, Family & Staff.

Download the PDF guide now

52 Questions for Business Owners

Business Owners: Are you financially prepared for the future?

Certified Financial Planning Professionals, Declan Clare & Alan Murtagh, pose 52 (sometimes uncomfortable) questions to help you identify how financially resilient you and your business are.

What wealth building opportunities are you missing out on?

What catastrophic risks could destroy your business or your personal finances that you could easily mitigate if you were aware of?

And what smart ways to reduce your tax bill while building your wealth are you overlooking?

Download the 52 Questions For Business Owners guide now along with ongoing insights.

Take control of your future

How does it work & what does it cost?

  1. A Pension Advisor will give you a quick call and ask you a couple of questions to help them track down your pensions. The call usually takes about 5 minutes.
  2. The Advisor will email you a form to give us permission to get up to date details from your old pension schemes. It takes less than a minute to sign it online.
  3. After we get details on all your old pensions we will have a Zoom call to advise you on your options. Typically we will combine all your old pensions into one and transfer them into a pension in your own name with one of the leading pension providers in the country (such as Aviva, Irish Life, Zurich, New Ireland).
  4. Our Pension Advisors will design a retirement plan just for you & continue to review it every year.

Fees:

  1. We access your situation free of charge and with no obligation.
  2. There’s no fee for you to switch it into a fund in your own name because the pension providers pay our fees.
  3. To provide ongoing advice, our annual fee is 0.5%, which is paid from your pension fund.

Award Winners

Winners of the prestigious Innovative Broker Expert Award 2023 (awarded by Brokers Ireland who represent 1200 brokers).

4.9* Rating

We’re rated as ‘Excellent’ on Trust Pilot based on our client’s experience. Read what they think on our Trust Pilot page.

Expert Advisors

Team of CERTIFIED FINANCIAL PLANNER professionals, Retirement Planning Advisors (RPA) and Qualified Financial Advisors (QFA).

Regulated

We are regulated by the Central Bank of Ireland & have helped more than 10,000 clients with their pensions and finances.

Pensions. Protection. Planning.

Questions?

Get in touch, we will be happy to help!

Sure Financial Ltd t/a Sure is regulated by the Central Bank of Ireland. Registered No: C98368.

Contact

Sure Financial Ltd

Parkside 11, Mulhuddart, Dublin 15