What our financial planners can help you with
Planning for your retirement
Protecting your family financially
Savings and investments
Life insurance and protection cover
Providing for your children's education
Saving for a new home
Financial planning for your future
Wealth and fund management
What is financial planning?
A financial plan is simply a way to help you manage your finances on a regular basis. It can include budgeting of expenditures and savings, as well as the identification of potential risks and opportunities you need to consider to achieve your short and long-term financial goals.
Our financial planning process consists of six steps.
Read our guide to financial planning to learn more.
How does the financial planning consultation work?
1. Before the call
Gather all the questions you want to ask and decide what information you want to get from the consultation.
Alternatively, take a financial health check before the consultation.
2. On the call
The Financial Planner will ask you questions about your financial situation and may invite you to complete a financial health check to give you more informed information.
3. After the call
The advisor will guide you through the various options and products tailored to your specific circumstances and goals we have available at Zurich.
You can talk with your Zurich Financial Planner by phone, email or video call
We can arrange most financial products for you on a remote basis
The consultation is free
There is no obligation to buy
What our customers say about us
Zurich qualified financial advisors and tied agents
If you wish to speak to a particular Financial Planner you can find their phone numbers and email addresses in the list below.
Steve Brothwood
A Tied Insurance Agent of Zurich Life Assurance plc
Mobile: 086 608 6987
Email:
Steve.Brothwood@zurich.com
David Byrne
Phone: 01 283 1301 Ext: 32207
Mobile: 086 020 2542
Email: DavidPByrne@zurich.com
Tadhg Donovan
A Tied Insurance Agent of Zurich Life Assurance plc
Mobile: 086 226 2698
Email: Tadhg.Donovan@zurich.com
Ger Gavigan
Phone: 01 283 1301 Ext: 32124
Mobile: 086 820 5902
Email:
Ger.Gavigan@zurich.com
Malachy Gavin
A Tied Insurance Agent of Zurich Life Assurance plc
Mobile: 086 388 1696
Email: Malachy.Gavin@zurich.com
Calvin Green
Mobile: 086 1363043
Email: calvin.green@zurich.com
Marie Kirwan
Patrick Keenan
Phone: 01 283 1301 Ext: 32206
Mobile: 086 040 1330
Email: patrick.keenan@zurich.com
Ciara Lonergan
Mobile: 086 0786 877
Email:
ciara.lonergan@zurich.com
Vincent Maguire
Phone: 01 283 1301 Ext: 32150
Mobile: 086 608 0672
Email: Vincent.Maguire@zurich.com
Brendan McCormack
Phone: 01 283 1301 Ext: 32151
Mobile: 086 273 3036
Email: Brendan.McCormack@zurich.com
Sinead McHale
Kevin Meenan
Phone: 01 283 1301 Ext: 32157
Mobile: 087 970 2589
Email: Kevin.Meenan@zurich.com
Mike Melton
Colm Mulligan
Phone: 01 283 1301 Ext: 32162
Mobile: 086 852 2653
Email: Colm.Mulligan@zurich.com
Pat Murphy
Phone: 01 283 1301 Ext: 32163
Mobile: 086 818 7684
Email: Patrick.Murphy@zurich.com
Dom Murray
A Tied Insurance Agent of Zurich Life Assurance plc
Mobile: 086 829 0978
Email: Dom.murray@zurich.com
Wayne O'Neill
Phone: 01 283 1301 Ext: 32170
Mobile: 086 085 2315
Email: Wayne.ONeill@zurich.com
Denis O'Rourke
Phone: 01 283 1301 Ext: 32174
Mobile: 086 242 2782
Email: Denis.orourke@zurich.com
Gerard Teehan
Mobile: 086 0786880
Email: Gerard.Teehan@zurich.com
Get free financial advice
Request a callback from one of our Financial Planners to understand your needs and present you with the best solutions we have for you.
The consultation is free
There is no obligation to buy
You can talk with a Financial Planner by phone, email or video call
Complete the form to request a free consultation
