Get expert financial advice
Meet Zurich financial planners
- Talk to our financial advisors with no obligation to buy.
- Create a financial plan with an expert financial advisor.
- Get a free consultation on your or your family's needs around money, investments, pensions and life and mortgage protection.
Get local advice
- Use our advisor finder tool to find external financial advisors.
- The advisors are spread across Ireland so you can engage with an advisor in your city or town.
- They can help you find the right plan to suit your needs.
Take a quick snapshot of your financial situation
A quick financial health check is the perfect starting point to see how your finances are doing, to lay the foundations for a good financial plan or to prepare for a consultation with a financial planner.
Tools to get you started with financial planning
Retirement planning
Our pension calculator can help you understand how much you need to save for your retirement.
Maximise your pension
Maximise your pension contributions to take full advantage of the tax credits available.
Start investing your savings
Get an idea of what to expect your savings to grow to over a specific time and the funds you can invest in.
Start a smart savings habit
Our budget calculator can help you understand how much you can save monthly or yearly.
Not sure where to start?
Our beginners' guide is the perfect starting point for those who want to build a solid financial plan but aren't sure where to start. Here you'll find why it is important to have a financial plan and the steps you can take to create one.
Why Zurich?
Zurich Insurance Group are rated AA/stable† Financial Strength by Standard & Poor's4
Zurich Insurance Group is a signatory to the UN Principles of Responsible Investment5
Funds under management of approximately €32.2 billion6
Award-winning investment team with over 40 years’ experience
Financial wellbeing articles
Everything you need to know about private pensions
The power of upgrading your pension
Many of you might have a pension quietly humming away in the background, but have you ever stopped to consider the benefits of an upgrade? This article was first published on Independent.ie.
Securing your future with early pension planning
Marie Kirwan, Senior Financial Planner at Zurich explains how early planning can lead to a more comfortable retirement. This article was first published on Independent.ie.
From the Zurich Podcast
Listen on: 
Tips to help your mortgage protection application
There’s nothing quite like the feeling of going sale agreed, but before you can move into your new home there are some things you need to get in order and one of those is mortgage protection. In this podcast, Zurich financial planner Wayne O'Neill gives tips on how to best prepare when applying for mortgage cover.
Tips on saving for children’s education
Financial Wellbeing tips for future planning
In this edition of the Zurich Financial Wellbeing Podcast, we are going to look at financial wellbeing and how by putting some goals and steps in place, you can prepare for your future.
1Investment Provider Excellence Award, Brokers Ireland, 2023; Pension Provider Excellence Award, Brokers Ireland, 2023.
2Business and Finance Financial Services Awards 2023.
3Financial Services Company of the Year, InBUSINESS Recognition Awards, 2023.
4 Zurich Life is owned by Zurich Insurance Company Limited, which has an internationally recognised financial strength rating of AA/stable † by Standard & Poor's, January 2024.
5Zurich Insurance Company Limited is committed to Responsible Investment and is a signatory to the UN Principles for Responsible Investment.
6Funds under management of approximately €32.4 billion, of which pension assets amount to €27.2 billion (as at 30th September 2023).
The information contained herein is based on Zurich's understanding of current Revenue practice as at 01 March 2024 and may change in the future.