美世财务规划和私人财富

Take advantage of every opportunity to get ahead. Mercer 私人财富 delivers financial planning that could help make all the difference to your tomorrow. We put your financial well-being and future security first.
与我们联系

We put your financial well-being and future security first

Financial planning is the foundation for your entire financial journey that connects all the components of a comprehensive wealth management plan, 包括保护, investments, 遗产规划及退休基金. We put your financial well-being and future security first. Our team of professionally qualified financial consultants works closely with you and your other professional advisors to ensure any investments and plans we may propose reflect your personal objectives.

  • Needs based

    We listen to uncover your financial goals and consider all your wealth management needs, 从98858威尼斯70570方式到退休.

  • 长期的关注

    We provide a long-term strategy to assist you with achieving your financial life goals.

  • 面向增长

    We help you preserve and grow your wealth in line with your financial plan.

创新财务规划解决方案

说到个人财务规划, we know that there is simply nothing more important than protecting yourself and your family and preserving and growing your wealth. Whether you are interested in arranging life and income protection cover or a review of your investment or retirement funding needs, our expert financial planners take the time to listen to you. By understanding your personal and business objectives, we can ensure that you protect what is important and help to achieve your investment goals and future income ambitions.

We deliver innovative solutions efficiently and effectively while giving you peace of mind and providing security in times of uncertainty. Above all, we classify ourselves as “financial planners.“我们可以获得保险产品, 广泛的基金选择, 税收结构, cash-flow modelling and administration platforms that enable us to create a financial plan that gets you where you want to be.

财务规划

什么是个人理财规划?

Financial planning is a long-term approach to managing your finances. We strive to build strong, enduring relationships, and we understand that each client is unique. 你的财务计划不是一成不变的, and as we continue to build on our relationship with you, we will update and amend them as circumstances change. We know life does not always go according to plan and that, 在不同的时间, 你可能会遇到意想不到的事情. However, making the most of what you have now and planning ahead will give you and your family peace of mind today and in the future. Put simply, we help people like you find the answers to your important financial questions. 利用我们广泛的行业知识, we work with you to build a solution that is the perfect fit. The areas of planning we can help you with are outlined below.
We listen to uncover your financial goals and consider all your wealth management needs, 从98858威尼斯70570方式到退休. Put simply, we help people like you find the answers to your important financial questions.
Caitriona MacGuinness

DC and 私人财富 Leader for Mercer Ireland

Start preparing for your financial future today

Making more informed decisions can result in brighter outcomes for you and your loved ones, 提高安全性, 新的机会和更多的财务自由.
  •

    个人及商业保障

    我们都知道98858威尼斯70570是不可预测的. That’s why we work with you to tailor a plan to protect against financial problems that follow serious illness or death.

  • 退休计划

    不管你处于职业生涯的哪个阶段, we can put a plan in place to help you navigate your journey to retirement. 我们的目标是帮助您轻松退休.

  • 储蓄与投资

    成功的投资需要专家的建议. Understanding your needs and aspirations allows us to help you explore a range of investment options to find the right fit.

  • 遗产及继承规划

    We can provide advice to ensure you protect your wealth and leave a meaningful legacy for your family or support the causes and people that mean the most to you.

  • 私人财富

    Having a robust financial plan in place is the cornerstone to enjoying the life you want to live. Mercer 私人财富 will create a personalised lifetime financial plan that will help support you through life’s journey.

  • 执行财务规划

    Everyone should have a plan for their financial future, but financial planning for senior executives can be particularly complex. Mercer can help by providing a comprehensive financial planning service.

We put your financial well-being and future security first

相关的见解

    Footnotes

    Please click here for important regulatory and privacy information.
    Mercer (Ireland) Limited, trading as Mercer, is regulated by the Central Bank of Ireland.

    我们是来帮忙的

    无论你是否开始一份新工作, 需要储蓄和投资方面的帮助, 或者计划你的退休98858威尼斯70570, we can help. Simply fill out the form below and we will be in touch to arrange an appointment with a financial advisor.