Financial Planning with CUInsured
Spring Clean Your Finances… Book Your Free Review
- Free of Charge & No Obligation
- Online, over the Phone or Face-to-Face (when Covid-19 guidelines permit) at Ballincollig Credit Union
- With a Qualified Financial Advisor trusted by Ballincollig Credit Union
- Covers Pensions, life insurance, savings, investments, and general family budgeting advice
The Free Financial Planning Service aims to help Credit Union members gain the best value for money and offers a very refreshing alternative to the typical experience at a bank or other financial institution.
When you place your life insurance, pension or savings and investment policy with your CUinsured advisor, you help Ballincollig Credit Union earn an additional revenue stream.
More Details on our services
Life Insurance
Mortgage Protection
Serious Illness
Income Protection
Pensions
Inheritance Tax Planning
Request an Online Review Here
Book a Meeting or Request a Call Back Here
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Financial Learning Online… Book a Webinar
- Learn how to better manage your finances
- Get practical tips
- All from the comfort of your home
- Presented by a Qualified Financial Advisor
Click here to register for a seminar
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The Financial Planning service is approved by The Central Bank of Ireland, and provided by CUinsured Limited, a registered insurance intermediary regulated by the Central Bank of Ireland. Operated by CUinsured, an independent company, the service provides in house financial advice to Credit Union members in all areas of personal protection. These include: Mortgage Protection, Family Protection (Life, Serious Illness, Income Protection), Life Cover, Income Protection/Serious Illness, Pensions Retirement planning, Investment/Savings and Estate Planning.
