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.
Nestegg Wealth Brokers Limited t/a MyNestegg.ie is regulated by the Financial Regulator.
For additional information on our range of services, get in contact with Nestegg Wealth Brokers today.
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.
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.
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 thoseneeds.
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.
We find that knowing which Lender has an appetite for your particular situation is a key and important Factor to source and obtain a loan approval.