Three Step Approach

The Three Step Approach

We take the guesswork out of what tomorrow looks like.

That’s why, before we talk about your money, we take the time to consider your whole situation, your lifestyle needs and your priorities.
It is only when we have a clear understanding of your needs, goals and individual concerns that our recommendations can be tailored to suit your specific needs and circumstances.

Our goal is to optimise your outcomes, provide a clear strategy for you to live the life you want for the rest of your life without the fear of ever running out of money. We help identify the options available to you and highlight a strategy that will provide you and your family with the peace of mind to do the right things.

Our recommendations are presented in a clear, uncomplicated way and form the basis for your financial plan.

We then act as a guide and work together with you to make sure your plan stays on track. But the plan is not an end in itself, living life to the full is.

Life Planning

Step 1

First step is Life planning which is to identify where you are now, how you got to where you are now and more importantly where you are trying to get to.

Life’s not a rehearsal, we each get one go around the track so our first job is to identify what you want to achieve in the time you have available. In particular the sort of lifestyle you want to aspire to or simply the lifestyle you just want to keep.

Financial Planning

Step 2

The second step is to identify all the resources available to you now, all the resources that will be coming available to you in the future and the resources that might have to become available to keep your lifestyle. Using the latest financial planning technology, we make sense of it all, helping you to plan ahead with clarity and peace of mind.

Financial Advice

Step 3

If your financial plan indicates that your needs would be best served by a financial product, then and only then the third step is taken. As a regulated, independent and qualified Financial Adviser we can arrange and engineer a financial product specifically to suit your financial plan.

All our advice and recommendations will be impartial and based on your particular situation. You will not be obligated to implement any of our recommendations.

“I have been a client of Liffey Financial Services for several years. Since working with Liffey Financial Services they have met and surpassed my expectations. They take the time to really know each of their clients, which gives me every confidence that my financial goals are well understood. I have always been dealt with in a positive and friendly manner. Their efficiency is very impressive. They regularly provide me with updates and any queries I have had are always dealt with immediately. I am always confident when recommending them to family and friends."

feedyourpet.ie ‘’We have done business with David for many years now in a couple of different areas. Before working with Liffey Financial we had a perception that all Financial Advisors were pushy & out for a Commission! But dealing with David has been the complete opposite. He offers sound unbiased information, with no pressure or obligation to ‘sign up’. We took our time to digest the information & often called David in for a 2nd meeting to reiterate, and he was more than happy to oblige. Then when we made our decision we contacted Dave & finalised the deal. David is informal & friendly, approachable & helpful. We would recommend his services 100%.

David – a quick note to say thanks very much for all the information you shared with me when I was looking for a mortgage and life insurance. I would have been lost without your advices that helped me to select the most appropriate product. You took the time to explain me everything needed in a very clear and understandable way. Thanks to you, everything is sorted now!

David O’Neill t/a Liffey Financial Services is regulated by the Central Bank of Ireland

David O’Neill
Liffey Financial Services,
20 Portersgate Court,
Clonsilla,
Dublin 15.

Tel: 01 8227673 mob:0861673907
davidoneill@liffeyfinancial.ie

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