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 €44.8 billion6
Award-winning investment team with over 40 years’ experience
Financial wellbeing articles
Gold: A brief look at a long history
How to create a budget to save money
Need some help kick starting your savings habits? One of the most effective ways to start saving is to create a budget. Whether you want to save for an emergency or rainy-day fund, repay debts or track your expenses, our step-by-step guide and tools will help you budget and get on track with your savings goal.
50-30-20 rule in budgeting
The 50/30/20 budgeting rule is a great way to manage your finances more effectively. Learn how to potentially grow your income with this simple yet effective budgeting rule.
From the Zurich Podcast
Listen on: 
Why investing in 2026 makes sense
In our latest podcast our expert, Zurich experts Daniel Finucane and Kristen Foran discuss why investing in 2026 makes sense.
Financial plans, where to start?
In our latest podcast our expert, Kristen Foran explains the importance of a financial plan, the steps you can take to create one and why getting expert advice is key in our new vodcast.
Market themes, performance and movements
1Investment Excellence Award, Brokers Ireland, 2014 - 2025. No awards held in 2020. Pension Provider Excellence Award, Brokers Ireland, 2021 - 2025.
2Business and Finance Financial Services Awards 2025.
3Pensions and Life Assurance Company of the Year, InBUSINESS Recognition Awards, 2025.
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 €44.8 billion, of which pension assets amount to €38.3 billion (as at 30th September 2025).
The information contained herein is based on Zurich's understanding of current Revenue practice as at 1st January 2025 and may change in the future.