the financial broker

YOUR WEALTH IS OUR FOCUS

Complete Financial Planning for the future

CONTACT US TODAY
the financial broker

Local, Focused and Professional

Financial Planning Advice

CONTACT US TODAY
the financial broker

Professional and in-depth

Mortgage advice

MORTGAGES
the financial broker

Advice and Recommendations

On pension planning and pension tax reliefs.

RETIREMENT PLANNING

About Nestegg

Nestegg Wealth Brokers Limited was established to advise clients on their investment, protection and retirement planning needs and is focused on building a long term relationship with its customers. Nestegg Wealth Brokers Limited works diligently with its third party product providers to source suitable product to satisfy the needs of its clients. Nestegg Wealth Brokers Limited acts as a Financial broker in relation to the services of: Pensions, Investments, Mortgages and Protection.We only every offer clients the very latest and best mortgage advise, financial planning advise and market specific investment advice.

Nestegg Wealth Brokers Limited t/a MyNestegg.ie is regulated by the Financial Regulator.

interested in building your nestegg? For additional information on our range of financial services, get in contact with Nestegg Wealth Brokers today.

SERVICES

Helping Connect You to Your Financial Goals

retirement planning

Retirement Planning

 

Pensions are a tax efficient saving vehicle for Retirement. We offer clients, from our offices in Portmarnock, Pension advice and explain how a pension is an important asset in an overall Portfolio.

 

Recent legislation means clients are allowed to access 25% of their Pension fund from age 50 if they wish to retire early/ if needed.

 

Retirement Planning

Pension Calculator

investment planning

Investment Planning

 

At Nestegg we have access to a wide range of the Investment options in the Market. 

Given the recent market volatility and the fact that we are in the longest Bull Run in history, we take time to determine a clients' attitude to risk prior to sourcing appropriate Investment solutions for the client to consider.

 

Investment Planning

financial planning

Financial Planning & Life Assurance

We complete Financial Reviews and Financial Health checks for our clients. 

Feedback tells us that Clients' find it valuable to have this "Financial Roadmap"

 

Based on the information we gather, we identify your objectives and outline solutions matched to those needs.

Financial Planning & Life Assurance

mortgages

Mortgage Advice

 

As an Authorised Mortgage adviser we have teamed up with a number of Strategic Mortgage Partners to access lenders that have capital to lend at competitive rates. 

 

Our mortgage advice identifies lenders suitable for your particular situation. 

 

Mortgage Advice

Mortgage Calculator

retirement planning

Family Protection Portmarnock

 

Nestegg Wealth Brokers remains one of Portmarnock’s most established family protection financial brokers. Family protection ensures that – in the tragic event of a death – a family’s monthly outgoings are protected. Our family protection brokers help our clients get the appropriate family protection package to protect their family’s financial future.

 

Family Protection Portmarnock

investment planning

Estate Planning Portmarnock

 

Our estate planning Portmarnock brokers help individuals streamline their asset distribution. Estate planning or inheritance tax planning makes sure that a person’s assets are distributed in an orderly fashion and that the legal costs and inheritance tax costs on family members or beneficiaries are minimised.

 

Estate Planning Portmarnock

financial planning

Personal Financial Planning

 

Our financial expert assists in planning and building up your nestegg. We create a practical and forward-thinking road map designed to safeguard your finances while allowing you to achieve your life goals. Personal Financial Planning includes mortgage advice, inheritance tax planning, pension information & investment portfolio advice.

 

Personal Financial Planning

Some of our partners

  • bespoke trustees limited
  • aviva
  • arena capital partners
  • cantor fitzgerald
  • new ireland assurance
  • zurich
  • royal london
  • irish life
  • friends first
  • dilosk
  • itc

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