Financial Checklists
Your step-by-step guides for staying on track
From starting a new job to buying your first home, growing your family or planning for retirement — these checklists help you take the right financial steps at the right time. Simple, practical, and designed to give you peace of mind at every stage of life.
Starting a New Job or Career Change
Make sure your finances move forward with you.
Review your salary and negotiate if needed
Check your new pension scheme and employer contributions
Check your new pension scheme and employer contributions
Assess your protection needs (life cover, income protection)
Book a review to align your financial goals with your new income
Update your tax credits and benefits with Revenue
Make a plan for your old pension (don’t leave it behind!)
Buying Your First Home
It’s not a fun topic but it’s an important one. Life insurance is there to make sure the people who rely on you financially will be OK if something unexpected happens.
Plan with confidence, not confusion.
Know your budget: what’s affordable and sustainable
Review your savings and assess mortgage options
Check if you qualify for schemes like Help to Buy or First Home
Understand what life insurance or mortgage protection you’ll need
Plan for legal, valuation, and moving costs
Consider how your spending will change as a homeowner
Book a consultation to run the numbers and weigh your options
Starting or Growing Your Family
Get ready for life’s most meaningful (and expensive!) chapter
Plan with confidence, not confusion.
Get ready for life’s most meaningful (and expensive!) chapter
Review your savings and assess mortgage options
Explore parental leave benefits and salary planning
Book a financial check-in to get peace of mind before or after baby arrives
Planning for Retirement
Think of it as planning for more freedom, not just finishing work.
Know what your pension is worth today — and what it could be worth later
Check your State Pension entitlements and gaps
Calculate your income needs in retirement (include lifestyle goals!)
Review savings, investments, or property you’ll rely on
Consider tax strategies to boost your pension value
Review savings, investments, or property you’ll rely on
Book a retirement planning session to turn your goals into a plan
Ready for more personal support?
You don’t need to do it alone.
Book a 30-minute call with one of our advisors and let’s talk about what matters to you — and how we can help.
Why It Matters ?
Financial confidence doesn’t come from knowing everything — it comes from having someone to ask and knowing where to start.
We’re here to help you do both.