Resources & Downloads

Financial Planning Resources

Check out our latest financial resources, designed to assist you with understanding and planning for your financial goals.

Resources

Downloads & Resources

Pension Pathways: AE vs DC vs PRSA Comparison Guide

Pension Pathways: AE vs DC vs PRSA Comparison Guide

Does Auto Enrolment Apply To Me?

Does Auto Enrolment Apply To Me?

Your Guide To PRSAs

Your Guide To PRSAs

Auto-Enrolment Guide For Employees

Auto-Enrolment Guide For Employees

An Employers’ Guide To Auto-Enrolment

An Employers’ Guide To Auto-Enrolment

First-Time Buyers Guide To Mortgages

First-Time Buyers Guide To Mortgages

Infographic – Mortgage Application Checklist

Infographic – Mortgage Application Checklist

Infographic – How To Get Mortgage Ready

Infographic – How To Get Mortgage Ready

Infographic – The Mortgage Process Explained

Infographic – The Mortgage Process Explained

Infographic – The Benefits Of Switching Mortgages

Infographic – The Benefits Of Switching Mortgages

Infographic – Our Guide For Second-Time Buyers In Ireland

Infographic – Our Guide For Second-Time Buyers In Ireland

Infographic – Mortgage Schemes In Ireland: Making Homeownership Possible For The Under-30s!

Infographic – Mortgage Schemes In Ireland: Making Homeownership Possible For The Under-30s!

Infographic – Our Guide To The Hidden Costs For First-Time Buyers

Infographic – Our Guide To The Hidden Costs For First-Time Buyers

Infographic – Why Choose A Mortgage Broker Over A Direct Lender?

Infographic – Why Choose A Mortgage Broker Over A Direct Lender?

Infographic – When Is The Best Time To Switch Mortgage Provider?

Infographic – When Is The Best Time To Switch Mortgage Provider?

Infographic – Common Pitfalls That First-Time Buyers In Ireland Should Avoid

Infographic – Common Pitfalls That First-Time Buyers In Ireland Should Avoid

Infographic – Why Income Protection Is Crucial For Your Financial Stability

Infographic – Why Income Protection Is Crucial For Your Financial Stability

Infographic – Tips For Paying Off Your Mortgage Early

Infographic – Tips For Paying Off Your Mortgage Early

Infographic – Tips For Switching Mortgages In Ireland

Infographic – Tips For Switching Mortgages In Ireland

Infographic – Tips For Making Financial Decisions

Infographic – Tips For Making Financial Decisions

Infographic – Our Guide For First-Time Buyers In Ireland

Infographic – Our Guide For First-Time Buyers In Ireland

Infographic – How To Find The Best Mortgage Broker In Ireland

Infographic – How To Find The Best Mortgage Broker In Ireland

Infographic – The Help To Buy Scheme Has Been Extended Until 2024

Infographic – The Help To Buy Scheme Has Been Extended Until 2024

Infographic – The Essential Checklist When Viewing A House To Buy

Infographic – The Essential Checklist When Viewing A House To Buy

eBook – A Mortgage Guide For Foreign Nationals In Ireland

eBook – A Mortgage Guide For Foreign Nationals In Ireland

Infographic – 7 Tips For Dealing With Inflation

Infographic – 7 Tips For Dealing With Inflation

Infographic – How To Protect Your Retirement Savings During Inflation

Infographic – How To Protect Your Retirement Savings During Inflation

Infographic – Ten Questions To Ask When Buying A House

Infographic – Ten Questions To Ask When Buying A House

Infographic – What Insurance Do I Need To Buy A House?

Infographic – What Insurance Do I Need To Buy A House?

Infographic – 9 Common Mistakes That Could Prevent You From Getting A Mortgage

Infographic – 9 Common Mistakes That Could Prevent You From Getting A Mortgage

Infographic – The Ramifications Of Giving Your Children Financial Gifts

Infographic – The Ramifications Of Giving Your Children Financial Gifts

eBook: How To Save Money By Switching Your Mortgage

eBook: How To Save Money By Switching Your Mortgage

Symmetry Market Update: April 2022 Briefing

Symmetry Market Update: April 2022 Briefing

eBook: Tips For The 6 Crucial Months Before Your Mortgage Application

eBook: Tips For The 6 Crucial Months Before Your Mortgage Application

Webinar: Buying A Home In Ireland: What do banks look for?

Webinar: Buying A Home In Ireland: What do banks look for?

Webinar: Mortgage Advice Designed Around You

Webinar: Mortgage Advice Designed Around You

Infographic: 8 Common Mortgage Myths Debunked

Infographic: 8 Common Mortgage Myths Debunked

eBook: Bidding Strategies For First-Time Buyers

eBook: Bidding Strategies For First-Time Buyers

Symmetry Market Update: January 2022 Briefing

Symmetry Market Update: January 2022 Briefing

Webinar: Self Employed Mortgages

Webinar: Self Employed Mortgages

eBook: Mortgage Challenges For The Self-Employed

eBook: Mortgage Challenges For The Self-Employed

Webinar: How do I get started with a mortgage?

Webinar: How do I get started with a mortgage?

Symmetry Market Update: November 2021 Briefing

Symmetry Market Update: November 2021 Briefing

Symmetry Market Update: October 2021 Briefing

Symmetry Market Update: October 2021 Briefing

Symmetry Market Update: August 2021 Briefing

Symmetry Market Update: August 2021 Briefing

Symmetry Market Update: June 2021 Briefing

Symmetry Market Update: June 2021 Briefing

Webinar: Financial Independence Part 2

Webinar: Financial Independence Part 2

Webinar: Financial Independence Part 1

Webinar: Financial Independence Part 1

Webinar: Understanding Your Credit History Webinar

Webinar: Understanding Your Credit History Webinar

Webinar: Financial Protection (Insurance)

Webinar: Financial Protection (Insurance)

Webinar: Property 101 – Everything you need to know about mortgages

Webinar: Property 101 – Everything you need to know about mortgages

Webinar: The Mortgage Process Explained

Webinar: The Mortgage Process Explained

How To Get A Mortgage In Ireland – A Step By Step Guide

How To Get A Mortgage In Ireland – A Step By Step Guide

Webinar: Mortgage Advice Designed Around You

Webinar: Mortgage Advice Designed Around You

Savings and Investments Tax Chart

Savings and Investments Tax Chart

Mortgage Calculator

Mortgage Calculator

A Guide to Savings & Investments

A Guide to Savings & Investments

Pension Glossary

Pension Glossary

Pension Calculator

Pension Calculator

Personal Budget Planner

Personal Budget Planner

Which pension is best for me?

Which pension is best for me?