Get expert financial advice
Meet Zurich financial planners
- Talk to our financial advisors with no obligation to buy.
- Create a financial plan with an expert financial advisor.
- Get a free consultation on your or your family's needs around money, investments, pensions and life and mortgage protection.
Get local advice
- Use our advisor finder tool to find external financial advisors.
- The advisors are spread across Ireland so you can engage with an advisor in your city or town.
- They can help you find the right plan to suit your needs.
Take a quick snapshot of your financial situation
A quick financial health check is the perfect starting point to see how your finances are doing, to lay the foundations for a good financial plan or to prepare for a consultation with a financial planner.
Tools to get you started with financial planning
Retirement planning
Our pension calculator can help you understand how much you need to save for your retirement.
Maximise your pension
Maximise your pension contributions to take full advantage of the tax credits available.
Start investing your savings
Get an idea of what to expect your savings to grow to over a specific time and the funds you can invest in.
Start a smart savings habit
Our budget calculator can help you understand how much you can save monthly or yearly.
Not sure where to start?
Our beginners' guide is the perfect starting point for those who want to build a solid financial plan but aren't sure where to start. Here you'll find why it is important to have a financial plan and the steps you can take to create one.
Why Zurich?
Zurich Insurance Group are rated AA/stable† Financial Strength by Standard & Poor's4
Zurich Insurance Group is a signatory to the UN Principles of Responsible Investment5
Funds under management of approximately €47.1 billion6
Award-winning investment team with over 40 years’ experience
Financial wellbeing articles
A retirement guide: Making the most of your tax-free lump sum
Congratulations on your retirement. We hope you are looking forward to the next phase of your life – it should be one full of promise. This guide is useful if you are planning to take a cash lump sum when you retire.
Why choose Zurich for investments?
A little more risk is proving popular with savers in order to increase their chance of making a better return on their money. In this article we will look at alternative options to saving on deposit.
Retirement isn’t a number - it’s a plan
Retirement isn't just a number, it's a plan, and in this article we will look at why personalised support matters more than ever in 2026.
From the Zurich Podcast
Listen on: 
Securing your child’s future – saving for education, home, and beyond
While saving for education remains the number one reason why parents save, with the cost of living crisis, parents are increasingly looking to save to help their children through later life milestones like buying their first home. In our latest podcast our expert Wayne O'Neill talks us through everything you need to know about saving for your child's future, from education, home and beyond.
Preparing for your next chapter: A practical guide to pre retirement planning
We are living longer lives in retirement, meaning we will need larger pension pots to meet our standard of living, as well as bit extra for the fun stuff. Everyone’s situation is different, which is why a one-size-fits-all approach simply doesn’t work. This vodcast takes a closer look at retirement planning.
What’s driving markets right now?
1Investment Excellence Award, Brokers Ireland, 2014 - 2025. Pension Provider Excellence Award, Brokers Ireland, 2014 - 2025. No awards held in 2020.
2Business and Finance Financial Services Awards 2025.
3Pensions and Life Assurance Company of the Year, Chambers Ireland Awards, 2026.
4 Zurich Life is owned by Zurich Insurance Company Limited, which has an internationally recognised financial strength rating of AA/stable † by Standard & Poor's, January 2025.
5Zurich Insurance Company Limited is committed to Responsible Investment and is a signatory to the UN Principles for Responsible Investment.
6Funds under management of approximately €47.1 billion, of which pension assets amount to €39.8 billion (as at 31st March 2026).
The information contained herein is based on Zurich's understanding of current Revenue practice and may change in the future.