| At Donegal, we assist clients by assessing their current
financial situation and by designing a strategy paper that will
provide a guide towards achieving financial independence. Our plans
encompass a holistic view and detail advice from the below three
areas where applicable:
FINANCIAL
PLANNING
Strategic Advice:
- Retirement Planning
- Wealth Accumulation
- Self Managed Superannuation Fund
- Debt Planning
- Tax Effective strategies
- Professional liaison with Accountants and
solicitors
Investment Advice:
- Portfolio Management
- Shares Picture
- Managed Funds
- Property
- Self Managed Superannuation Funds
RISK
MANAGEMENT
Risk & InsuranceAdvice:
- Income Replacement
- Business Expense
- Life Insurance
- Total & Permanent Disablement Insurance
- Trauma (Critical Illness) Insurance
- Living Expenses
- Child Cover
CORPORATE
SERVICES
Corporate Super & Insurance Risk Advice:
- Corporate Superannuation Advice
- Group Disability & Risk Advice
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