Financial Fact Finder

Unit 1, Centrepoint, Liosbaun Business Park, Tuam Road, Galway H91 TW64

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info@moneybutler.ie

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091 470300

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Financial Fact Finder

The first step on your financial journey with MoneyButler

MoneyButler Financial Fact Finder

Our financial planning process involves discussing your goals, gathering pertinent data, designing solutions, and delivering a cohesive plan that you can implement to help you reach your goals.

Full NameDate of BirthCivil StatusAddressPost CodeMobile NumberEmail AddressOccupation Length of EmploymentGross Income (Optional)Product TypePensionsInvestmentsProtectionKnowledge & Experience of Preferred ProductNoneLimitedGoodExtensiveAttitude To RiskRisk Averse (Conservative)Low Risk (Cautious)Medium Risk (Balanced)High Risk (Growth)Outline Your Financial Objectives Preferred Term For Investment In Years

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Click now to schedule a consultation and start planning your financial future.

With over two decades in operation, we have built a reputation for delivering personalised financial solutions tailored to meet the unique needs of individuals, business owners and corporates.

info@moneybutler.ie

091 470300

Unit 1, Centrepoint, Liosbaun Business Park, Tuam Road, Galway H91 TW64

The MoneyButler Ltd. t/a MoneyButler, MoneyButler Financial Services, MoneyButler Investments and MoneyButler Life & Pensions is regulated by the Central Bank of Ireland

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