Financial Life Planning with Brazil Financial
The entire ethos of Brazil Financial is to provide excellent solutions for your financial planning, money matters, and future security.
Planning for the life you want and deserve is as important to me as it is to you, and my clients’ goals are at the core of everything I offer. Finding out what matters is the first and most important phase of my client work. You can find out more about this in my article, ‘What do you want your financial future to look like?’
Feeling out of control, worried and stressed is an issue many of us are battling at the moment during these difficult times. By thinking about your financial future and what you want it to look like, you can begin planning and regain some of that control in your life.
Making improvements towards your financial freedom now will ensure your future dreams become a reality.
How can you live a Life without Limits?
My financial life planning service ‘Life without Limits’ helps you to understand what is truly most important in your life. I help you identify what needs to be put in place to maintain the lifestyle you and your family truly desire.
This approach looks at where you are today and where you want to be in the future through the 5 DREAM stages:
- Discover – finding what matters, where you are today, and where you want to be.
- Realise – uncovering your priorities and helping you visualise your goals.
- Everest – helping to overcome any challenges and how to overcome them
- Action – creating the financial life plan to get you there.
- Mentorship – encouraging you and executing the full plan together now and into the future
The methods I use help us to uncover the human side of financial planning. Through this concept, I dig deep and discover the insightful goals of my clients. I listen!
With a blend of personal and professional developmental skills, I help you overcome obstacles, formulate a plan of action, and deliver.
Recognising the importance of the financial life planning approach is also at the heart of the Kinder Institute of Life Planning.
“Human beings, their values and aspiration, are the true focus of financial planning.” George Kinder, founder of Kinder Institute of Life Planning. “Advisors we’ve trained put their focus where it is meant to be—on their clients, not on products.”
Therefore, I am delighted to announce that I am the first adviser in Ireland to earn the prestigious Registered Life Planner (RLP®) designation.
My dedication to providing my clients with the best possible service and solutions, together with a lot of hard work, means I was recognised as one of only 509 advisors globally to earn this recognition.
Every client will benefit from the ongoing learning commitment that I make to provide the highest financial life planning level.
Thank you for taking this journey with me. I look forward to serving you and your family in the future to ensure you live a Life without Limits.
“Rory and Brazil Financial Planning provide an in-depth thorough service that is honest and reliable. I have worked with Rory in the areas of pension planning, income protection and mortgage protection and more recently in the area of whole life financial planning. I find advice and recommendations from Rory always to be on point, in my best interests and with the needs of me, my family and my business at the forefront. I highly recommend Brazil Financial Planning.” Kevin McGale – Dentist, Co Louth.
Need more help?
Create your financial life plan with Ireland’s first RLP® financial life planner, Rory, to discuss how his programme can shape your future and allow you to live a life without limits.
Financial Life Planning sessions are conducted face to face or over Zoom/Skype/Teams. Book your call today HERE.