Financial Planning

Your financial plan is your road map to financial freedom.

At Gallivan Financial we take a personal approach to your financial security and ambitions. The better we know you, the better understanding we will have in assisting you to achieve your financial aspirations. The first step in the process is a meeting where together we will review financial and family circumstances. We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.

We believe it is an approach that works. By applying our expertise to the opportunities and challenges our clients face, we build a bond with them, deliver realistic solutions and constantly strive to exceed their expectations. This has resulted in the organic growth of a locally owned company. We draw on our unsurpassed experience in the financial services sector to ensure best practice is always adhered to. Our aim is to ensure the long-term prosperity of our clients. This means that no matter how straightforward or complex their circumstances may be, Gallivan Financial can help.

By giving you the highest quality of service in an environment where you can plan for your financial future in comfort, we can work well with you no matter who you are (personal or business). In adopting this attitude, we aim to ensure that our corporate and private clients are totally satisfied with every aspect of their dealings with us, and with the outcomes, we achieve on their behalf. We pride ourselves in being a professional firm of financial advisors and portfolio advisors.

Why Gallivan Financial?

We take a personal approach to your financial security and ambitions. We discuss financial planning in plain English while keeping everything relevant and easy to understand. The better we know you, the better understanding we will have in assisting you to achieve your financial need. Using our skills and expertise to get guide you to the most suitable financial plan. Providing peace of mind and security along the way.

Testimonials

Frances Kelleher
Co. Kerry
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“I have known and gone to Eugene for over two decades for my family protection. He cares as much about my family safety as I do and that is a rare, rare thing. He goes beyond the call of duty and I cannot recommend him enough. I would not go to anyone else because no one else is the best. Everyone wants the best especially when it comes to their nearest and dearest so it’s a no brainer. Eugene is the one and only. There is no one like him and I have met a lot of people in his industry. He is an expert in his field, you can trust him and he’s a genuine person.”

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Take the first step in securing your financial future by booking a consultation with one of our expert advisors.

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