Financial Planning
Achieving your financial goals requires expert guidance and a strategic plan. At First Rate Financial Planning, we offer tailored financial planning services to meet your unique needs. Our advisors help you understand your finances, set goals, and create a plan to achieve them. Whether planning for retirement, investing, or managing wealth, we provide personalised solutions to support your financial journey.
Financial Planning
Achieving your financial goals requires expert guidance and a strategic plan. At First Rate Financial Planning, we offer tailored financial planning services to meet your unique needs. Our advisors help you understand your finances, set goals, and create a plan to achieve them. Whether planning for retirement, investing, or managing wealth, we provide personalised solutions to support your financial journey.
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Full Financial Review
A comprehensive financial review is essential for understanding your current financial position and planning for the future.
At First Rate Financial Planning, we offer full financial reviews to assess your assets, liabilities, income, and expenditures. Our expert advisors provide a detailed analysis and personalised recommendations to optimise your financial health. Whether you’re preparing for major life changes, aiming to maximise your investments, or simply seeking peace of mind, our full financial review service ensures you have a clear and actionable plan. Trust us to help you achieve financial clarity and security.
Why use a financial advisor?
Navigating the complexities of financial planning on your own can be overwhelming and time-consuming.
A financial advisor provides expert knowledge, personalised advice, and strategic planning to help you achieve your financial goals. At First Rate Financial Planning, our advisors take the time to understand your unique financial situation and aspirations, offering tailored solutions that maximise your wealth and secure your future. By leveraging our expertise, you can make informed decisions, avoid common pitfalls, and stay on track to meet your long-term objectives with confidence and peace of mind.
Investments & Savings
Building a secure financial future involves making smart investment and savings decisions.
At First Rate Financial Planning, we provide expert guidance to help you navigate the complexities of investing and saving. Our experienced advisors work with you to develop personalised strategies that align with your financial goals and risk tolerance. Whether you’re looking to grow your wealth, save for a major purchase, or plan for retirement, we offer tailored solutions to meet your needs. Trust us to help you make informed decisions and maximise your financial potential.
Income Protection
Your ability to earn an income is one of your most valuable assets.
At First Rate Financial Planning, we understand the importance of safeguarding this asset against unforeseen circumstances. Our income protection solutions are designed to provide you with financial security in the event of illness or injury that prevents you from working. Our experienced advisors will help you choose the right policy to ensure you continue to meet your financial obligations and maintain your standard of living. Trust us to protect your income and provide peace of mind for you and your family.
Group Benefits
In today’s competitive job market, offering comprehensive group benefits is essential for attracting and retaining top talent.
At First Rate Financial Planning, we provide tailored group benefits solutions to meet the diverse needs of your workforce. Our expert advisors work with you to design and implement benefits packages that include health insurance, retirement plans, and other valuable perks. By investing in the well-being and financial security of your employees, you not only enhance job satisfaction and loyalty but also strengthen your company’s overall success. Trust us to help you create a benefits program that supports your team and your business goals.
What Our Clients Say
Hear from our clients about their experiences and how they found working with First Rate Financial Planning.
Geanina Costan2024-05-03Highly recommended First Rate Mortgages ! Kevin and the team are absolutely amazing !Linda Murray2024-04-30We contacted Kevin and the team in First Rate last year when we were beginning our journey to try and buy a property. At every step of the way we received fantastic guidance and advice. They have been so easy to work with, always prompt and friendly. We have just gotten keys to our first home and we couldn't be happier! I would highly recommend the team. They made the whole process so much easier. Thanks Kevin and all the team at First Rate.Simon Silva2024-04-06First rate should be everyone’s first choice! Kevin and his team are superb, very knowledgeable, patient and reassuring all the time, we knew we had found the right Brokers when 6 different people recommended First rate mortgages to us. Overall 10/10, they’re the right team if you want a stress free journey 🙏Lee-ann Kelly2024-03-20Kevin & the team go above and beyond to make the process as stress free as possible. Ongoing engagement, clear communication and real-time responses/support being key. Their online portal for uploading the initial documentation is clear to understand and user friendly, and the team are there to support...when you make the occasional mistake!! Would highly recommend!!Noel Reville2024-03-20Fantastic service, patient, diligent throughout the extended process . Would highly recommendClaire Nelson2024-03-20Rachel and Kevin at First Rate were incredibly supportive during our mortgage application process and were extremely patient in guiding us through all the various hoops. They facilitated a positive outcome for us, which we are very grateful for.Lauren Walker2024-03-14Made our process with our mortgage so smooth and reassured us every step. Highly recommend Shay and his team 😊Kellie-Marie Connolly2024-01-24I would highly recommend First Rate mortgages. We dealt with Kevin who made the process very simple,quick and stress free. The team especially Lorna and Patricia were very helpful and were in constant contact with updates which was brilliant. Thanks to the team for all your help on getting our first home. We are over the moon and couldn’t have done it without all your help.Tadhg Rohan2023-12-14Can very highly recommend them. Rachel and Barry were a great help throughout the whole mortgage process and always on hand with any queries I would have myself. Brilliant service.
