Here at Moneytree Finance we provide a mortgage application and financial profiling for our clients, and will often work with them over many months or years to help them achieve their goals.
Based in West Cork often we are the one constant in a couple’s life. From the beginning, helping them get a mortgage, putting the right family protection in place, education planning when their children are born, helping plan for a pension and even helping with passing the torch to the next generation with proper inheritance planning. We are also there for you when the road isn’t as smooth and offer debt management services. Going along on the journey with our clients is both our privilege and honour and we are always “happy to be of service” to you, our client.
Services:
- Mortgage Planning
- Insurance Planning
- Life Insurance Options
- Critical Illness
- Key Person Insurance
- Investment Planning
- Educational Planning
- Retirement and Pension Planning
- Asset Finance / Business Finance
- Financial Planning
- Savings and Investment Planning
- Insurance Review
- Estate Planning
- Financial Goals
- Business Advisory Service
- Financial Coaching Planning