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financialwellbeing.ie

financial planning For Special Needs. Introduction Thank Financial Challenges Financial Solutions. www.financialwellbeing.ie. MY NIECE LAURA. www.financialwellbeing.ie. Family Earning Professional Fees Complex Area Long Term Care Plan. FINANCIAL CHALLENGES. www.financialwellbeing.ie.

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financialwellbeing.ie

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  1. financial planning For Special Needs • Introduction • Thank • Financial Challenges • Financial Solutions www.financialwellbeing.ie

  2. MY NIECE LAURA www.financialwellbeing.ie

  3. Family Earning Professional Fees Complex Area Long Term Care Plan FINANCIAL CHALLENGES www.financialwellbeing.ie

  4. Domiciliary Care Allowance Carer’s Allowance & Benefit Respite Care Grant Tax Credit Medical Relief VAT Relief Housing Adaption Grant Disability Passenger ENTITLEMENTs www.financialwellbeing.ie

  5. Cost of Living Levies & Charge Savings & Security Further Austerities ECONOMY www.financialwellbeing.ie

  6. Child Benefit Household Benefit F I S Disability Allowance BUDGET IMPACT www.financialwellbeing.ie

  7. Rules & Access Understand System Additional Support Appeal, Appeal, Appeal REVIEWS www.financialwellbeing.ie

  8. Happy Days!!! 8,145,060 / 1 Financial Plan Around Situation lotto www.financialwellbeing.ie

  9. As is shown in research “people who have regular financial reviews typically have higher levels of savings and assets than those who do it themselves irrespective of income, starting net assets and other factors” (KPMG Econtech Report). Financial security www.financialwellbeing.ie

  10. Maximise Entitlement Claim Tax Credits Transition Last 10 = €37,480 claiming www.financialwellbeing.ie

  11. Living Arrangement €250,000 @ 4% - 25 years Clear 5-years early SAVE = €32,289 Debt Free www.financialwellbeing.ie

  12. Nest Egg Habit of Saving Risky Investments Special Needs Saving savings www.financialwellbeing.ie

  13. Will Trust Letter of Wishes Conversation Estate plan www.financialwellbeing.ie

  14. €3,736 Entitlements Will & Trust €24,700 Less Interest Special Needs Saving Case study www.financialwellbeing.ie

  15. Investment Advice Family Protection Guidance Pension Peace of Mind CASE STUDY www.financialwellbeing.ie

  16. April 2012 “Thanks Allan for all your help. It makes our lives so much easier. It is amazing but before you came, it was one big black hole and we had no idea where to start or where we were going. But we now feel great knowing we are doing the best for all our kids” (K Morrison, Dublin). Testimonial www.financialwellbeing.ie

  17. Financial Plan Private & Confidential After Care €150 Special Need plan www.financialwellbeing.ie

  18. Telephone: 021 482 3634 allan@financialwellbeing.ie www.financialwellbeing.ie Flyer QUESTIONS? www.financialwellbeing.ie

  19. Financial Challenges Everyone Need Plan Financial Security Private Consultation summary www.financialwellbeing.ie

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