Consultants Pre Retirement - Prepare for Retirement and Beyond

For consultants aged 55 and over, financial planning increasingly focuses on the next stage of life.

After years of building income and wealth, the key questions may include:

  • What pension benefits have I built up?
  • Do I have previous hospital service to investigate?
  • Could Professional Added Years affect my pension?
  • Am I using private-practice income effectively?
  • Do I have accessible assets outside my pension?
  • How will I support family commitments?
  • How should my wealth be passed on?

Investment property, private-practice interests, cash and investment portfolios may all form part of a wider retirement plan. The objective is to understand what you are entitled to, protect what you have built and create a clear plan for retirement and beyond.

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Omega Financial has advised medical consultants in Ireland for over 25 years.

‍[Book A Call Today]

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Omega Financial Management

"We provide personalised solutions for medical professionals to achieve financial peace of mind"

‍Income Protection | Pensions | Wealth Management

OFM Financial Ltd T/A Omega Financial Management, regulated by the Central Bank of Ireland.

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