Donegal Financial Planning
Donegal Financial Planning
Donegal Financial Planning

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Donegal Financial Planning


FPA

 

Welcome to Donegal Financial Planning's new website.

Donegal Financial Planning is wholly owned and operated by the company directors with over 30 years experience in financial services industry.

Donegal Financial Planning is a principal member of the Financial Planning Association Limited (FPA). We use the most rigorous selection criteria to ensure that all our practices meet the FPA’s code of ethics and standards, as well as providing the best quality service to our clients.

 

 

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“Most investors think that the purpose of a financial adviser is to find someone that will choose the highest performing funds, stocks or property, or to find someone that will pick market tops and bottoms to help client’s time entries into the market. The job of a professional adviser is not to help with timing markets, but to formulate an appropriate strategy that will generate consistently good returns by managing risk and return with appropriate asset allocation.”

 

Donegal specialises in the following areas:

 

 

• Retirement
• Superannuation
• Investment

 

• Personal Insurance 
• Group Insurance
• Corporate Superannuation

 


Donegal Financial Planning