Retirement Planning

Maintaining our lifestyle after retirement is an important goal for most of us. At MCG Financial Services Ltd, we call this “Achieving Financial Independence“. We work closely with our clients to demonstrate that steps taken now will shape your financial health in your latter years.

Due to the advances in medical science, we’re all living longer now than before, and while this is of course good news, it also comes with a price.

Your pot of money needed to see you through retirement now needs to be bigger to see you through this longer period. And unfortunately most of us are not happy to rely on the state looking after us in our latter years. With the country’s finances under severe pressure, the current levels of old age pensions are at best, very unlikely to increase over the next few years.

At MCG Financial Services Ltd we work with our clients to help them plan to achieve financial independence in retirement. The retirement planning that you carry out in your working years is the key to accessing your desired lifestyle in retirement. It’s simple really; save now in a tax efficient manner in order to spend later.

Tax relief on the contributions that you make

You pension fund grows free of any taxes

Remove the financial worries that would arise in the event of a serious illness to you or your spouse

You can take a portion of your pension fund out tax-free at retirement.

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Phone: 023 8820748

Email: financial@mcgfinancial.ie