Free Pension or Investment Fund Analysis – For February only

Free Pension or Investment Fund Analysis – For February only, No catch, No sales pressure and No obligation.

Ever wonder how your investment / pension funds are performing, or wonder if you should move to another investment manager?

We are offering our valuable analysis service free for the month of February. The service is a comprehensive independent assessment of the performance of your investment manager/ pension fund, both to their peers in the Irish Market, and the wider global markets. The report will be yours, for free and will include the following:

1) Analysis of how your particular funds have performed over any period you wish. i.e. Since you invested, past 12 months etc etc

2) Comparison of those funds to their peers in the Irish market, and the wider global markets.

3) Assessment of the risk vs return of those funds to help you decide whether you are in the right funds or not.

This report usually costs €450. To avail of this offer email info@investwise.ie and we will be back in touch within 24 hours.

 

Tagged

Book a call with an expert financial advisor

Answer one quick question so we can understand what you want to get sorted before we speak.

We might not be the best fit right now

Our service is specifically designed for business owners and directors managing complex personal finances alongside a growing company.

If your situation changes, or if you'd like to talk it through, we're always happy to have an honest conversation.

Question 1 of 1
Strong match

You sound like exactly who we work with.

Based on your answers, there's a lot here we can help with.

Fit score: –

Pop your details below, choose a meeting time, and we’ll send everything through to the team.

Choose a date and time below before sending your result.

Meeting not booked yet.