1. www.financialwellbeing.ie  Introduction  Thank  Financial Challenges  Financial Solutions

2. www.financialwellbeing.ie

3.  Family Earning  Professional Fees  Complex Area  Long Term Care Plan www.financialwellbeing.ie

4.  Domiciliary Care Allowance  Carer’s Allowance & Benefit  Respite Care Grant  Tax Credit  Medical Relief  VAT Relief  Housing Adaption Grant  Disability Passenger www.financialwellbeing.ie

5.  Cost of Living  Levies & Charge  Savings & Security  Further Austerities www.financialwellbeing.ie

6.  Child Benefit  Household Benefit  F I S  Disability Allowance www.financialwellbeing.ie

7.  Rules & Access  Understand System  Additional Support  Appeal, Appeal, Appeal www.financialwellbeing.ie

8.  Happy Days!!!  8,145,060 / 1  Financial Plan  Around Situation www.financialwellbeing.ie

9. As is shown in research “people who have regular financial reviews typically have higher levels of savings and assets than those who do it themselves irrespective of income, starting net assets and other factors” (KPMG Econtech Report). www.financialwellbeing.ie

10.  Maximise Entitlement  Claim Tax Credits  Transition  Last 10 = €37,480

11. www.financialwellbeing.ie  Living Arrangement  €250,000 @ 4% - 25 years  Clear 5-years early  SAVE = €32,289

12. www.financialwellbeing.ie  Nest Egg  Habit of Saving  Risky Investments  Special Needs Saving

13. www.financialwellbeing.ie  Will  Trust  Letter of Wishes  Conversation

14.  €3,736 Entitlements  Will & Trust  €24,700 Less Interest  Special Needs Saving www.financialwellbeing.ie

15.  Investment Advice  Family Protection  Guidance Pension  Peace of Mind www.financialwellbeing.ie

16. April 2012 “Thanks Allan for all your help. It makes our lives so much easier. It is amazing but before you came, it was one big black hole and we had no idea where to start or where we were going. But we now feel great knowing we are doing the best for all our kids” (K Morrison, Dublin). www.financialwellbeing.ie

17.  Financial Plan  Private & Confidential  After Care  €150 www.financialwellbeing.ie

18.  Telephone: 021 482 3634  allan@financialwellbeing.ie  www.financialwellbeing.ie  Flyer www.financialwellbeing.ie

19.  Financial Challenges  Everyone Need Plan  Financial Security  Private Consultation www.financialwellbeing.ie