SERVICES
Financial Planning
Public Sector Pensions
Pensions
Life and Serious Illness Cover
Mortage Protection
Health Insurace
Investments and Savings
Tax Review Service
Approved Retirement Funds ( ARFs)
 

Need Help ?
Contact Dorrin Financial Services in Dublin. Your queries motivate us to serve you better and professionally.

 

Phone :

071 9122062

info@dorrin.ie

 

 

Services

 

Financial Planning

At Dorrin Financial Services our focus is on developing long term relationships with our clients.


The key to this is to earn the trust of our clients by providing a service of the highest quality, and building on this year after year to ensure that we help our clients achieve their financial goals.

Financial planning needn't be a complex and painstaking process. We try to keep things straightforward and our planning process involves the following steps:

  • Establish what your financial objectives are and prioritise them

  • Assess what financial resources you have now and how they might change in the future

  • Decide what actions you need to take now to achieve your financial objectives

  • Implement solutions to meet those objectives

  • Monitor your situation to ensure that you are still on track to meet your objectives

We encourage you to take ownership of your finances to make sure that your financial goals meet your expectations, and if you establish that they are not, we'll do something about it now!

To arrange a complimentary consultation please call 071 9122062 or email info@dorrin.ie


Public Sector Pensions

  • Teachers
  • Medical Professions
  • Civil Servants
  • Garda Siochana


Pensions

Pension planning for private employees and the self-employed can be one of the most complex areas of your financial affairs as there are so many rules and regulations governing pension schemes and also the market is flooded with a wide range of differing products.

Choosing which product is right for you can prove daunting the last thing our clients want to do is make the wrong choice.

We assist our clients by cutting through the complexities of pension planning and explaining to them the options and tax issues that are relevant only to them. Once our client's are ready to proceed with a pension we will source the best available products available to them from our partners.

To arrange a complimentary consultation please call 071 9122062 or email info@dorrin.ie


Life and Serious Illness Cover

Today with the spiraling costs of medication, the financial burden of getting treated for any major illness or getting a surgery done, can be debilitating. You may not be able to prevent yourself from this uncertainty however with Dorrin Financial Services Serious Illness Rider you can protect yourself from its cost.


Mortage Protection

When clients arrange their cover through Dorrin Financial Services, we promise that we will take care of their families.

You never know what lies ahead or what life will throw at you next. A key part of the financial planning process is to protect the lifestyle that you already have. An accident, illness or death can cause financial stress during what may already be a difficult time.

Life Cover/Mortgage Protection

Our clients don't buy life insurance because someone might die. They buy life insurance so that their loved ones have a chance to live. The policies we implement take care of a family after the death of a loved one, provide funds for childcare or education, pay off a mortgage or simply provide peace of mind.

We are here to advise exactly what type of cover is appropriate for you, the level of cover that you need and to find the best value policy on the market that caters for your needs.

Income Protection

An income protection plan pays up to 75% of your salary in the event of ill-health or disability.

It is a financial product that provides the security that keeps you on top of the mortgage payments, car loans, food bills, rent and more.

Our clients implement these plans to ensure that the lifestyle that they and their families have become accustomed to does not disappear if they are no longer able to generate an income due to an accident or illness.

The premiums you pay into this policy qualify for tax relief at your highest rate of tax.

Spouse & Children's Scheme (Widows & Orphans Scheme)

Most public sector workers pay 1.5% to 2% of their salaries to the Spouse & Children's Scheme. This provides lump sum and pension benefits to your family subject to certain rules. We are able to advise you on the benefits related to this scheme and what to do should you have a bill to pay for these benefits at retirement.

To arrange a complimentary consultation please call 071 9122062 or email info@dorrin.ie

Health Insurance

With the number of Private Health Insurance plans available in the marketplace many people are confused as to which plan is most suited to their needs and where they can get the best value for money.

This is why you can now get independent advice on your health insurance through Dorrin. We can compare the costs and benefits of the various health insurance plans available from VHI, Laya Healthcare, Glo Health and Aviva Health to help you make the right decision for you and your family.

So if you have a question relating to choosing the health insurance plan which is right for you and your family contact us, Depending on the complexity of your question we will come back to you as soon as possible and may reply by telephone or email.

To arrange a complimentary consultation please call 071 9122062 or email info@dorrin.ie

Investments and Savings

Saving and investing is all about making your money work as hard as possible for you. There are a number of factors to consider when considering where best to place you money:

  • How long are you investing for?

  • Do you need access to your money?

  • What level of risk are you prepared to tolerate in order to aim to achieve a better return on your money?

At Dorrin Financial Services we work with you to establish which types of savings and investment plans are suitable for you and to advise you on a range of products from our partners:

  • Best deposit and term savings accounts

  • Education savings plans

  • Equity based savings plans with instant access to your funds if you wish to withdraw them

We also have an agreement with a leading provider of capital guaranteed investment bonds which allow you to have exposure to stock market gains without the risk of losing your initial capital.

To arrange a complimentary consultation please call 071 9122062 or email info@dorrin.ie


Approved Retirement Funds

Subject you having a guaranteed income of €12,500 per annum, you can invest the proceeds of your PRSA AVC fund in an Approved Retirement Fund (ARF) after you retire.

ARFs are investment funds into which you can invest the proceeds of your pension fund on retirement. An ARF will provide you with greater control of your income in retirement as you can decide the level and frequency you wish to draw income down from your fund, as and when you need it.

A further benefit of an ARF is the level of investment control it gives you. Our clients have the full range of investment options from secure and capital guaranteed funds to adventurous funds. Any interest or capital growth that your fund earns remains free of DIRT tax.

Unlike traditional retirement plans, an ARF remains your property when you die, so your dependants will still benefit and family wealth is transferred.

We will help you review your options in order to establish an ARF tailored to your needs. Withdrawals from your ARF attract tax at your marginal rate so we will help review your tax affairs to establish the most efficient way to draw down your money.

To arrange a complimentary consultation please call 071 9122062 or email info@dorrin.ie

Tax Review Service

Whenever tax season hits us, our nerves tend to be on the edge. Most of us have needless worries concerning our tax returns and whether they are being prepared correctly. Having a professional tax review is incredibly freeing. That is why we are willing to refer you to an Accounting Advisory Service.

 
 

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