Custodian Financial Services - Intoduction

Safeguarding Your Financial Future

Custodian Financial Services

www.custodian.ie @custodianfs

About Custodian

• Irish owned consultancy est. in the early 1990’s

• Independent

• UK & Ireland

• Regulated by the Central Bank


Why Custodian?

• Peace of mind

• Remove Uncertainty

• Realise financial goals

• 40+ years industry experience

• Safeguard your financial future


The End Game

FamilyMore time with your loved ones

Peace of mind

FriendsSocial activity

Stress free

FreedomManageable debt

Hobbies & passions



Your Financial Journey

Savings

Retirement

Investments

Mortgage

Protection

Death

“Everyone is at different stages of their own financial journey. Everyone takes some action to safeguard or enhance their own financial well-being and/or that of their dependants to attain financial plans or objectives. Some just use better road maps than others. Financial planning is like using your own sat nav.”

Karl Eller


Questions to ask yourself

• Where am I now?

• When will I die?

• How much am I worth?

• Who do I need to look after?

• When will I retire?

• How much do I need to live?

• What are my financial goals?

• Have I begun a financial plan?



1. NRA – Your Age X Salary = Income

2. 80 for men / 84 for women – Your Age X Salary = 100% Requirement

Difference is your current shortfall

Simple Exercise

What We Do

• Financial Planning• Savings• Investments• Income Protection• Serious Illness Cover

• Retirement Funding• Life Assurance• Pensions• Mortgage Protection• Wealth Management


How We Do It

• In partnership with you• Fee based model• Consultative approach• Open questioning• Guided discovery• Regular contact


Financial Planning Process

1. Know the client2. Identify & prioritise needs3. Devise suitable strategy4. Make recommendations5. On-going client reviews


The 10 Things People Want Money For

• Security• Comfort• Luxuries• Mobility• Status

• Influence• Freedom• Leisure• Popularity• Philanthropy


Having A Financial Plan Will:

• Identify, quantify & prioritise all of your financial plans & objectives

• Introduce you to suitable financial products & services

• Make the best use of your financial resources

• Make you review your plans regularly


The Results of Financial Planning

Do NothingYou are happy with things

Your financial goals & objectives are being met

Stop DoingYou are wasting time & money

You need to cut these things out

Do SomethingBe brave / take action

Start something new


You Can Decide

• Have Peace of mind

• Remove the uncertainty

• Protect your family & dependents

• Safeguard your financial future


Contact Custodian

• Gavin Teehan BA QFA• [email protected]• +353 87 77 44 222• www.custodian.ie• @custodianfs


mailto:[email protected]

http://www.custodian.ie/

Safeguard Your Financial Future Today


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Custodian Financial Services - Intoduction