Our free Financial Planning Service

Financial Planning at Monaghan Credit Union

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 Monaghan Credit Union earn an additional revenue stream.

Life Insurance

Mortgage Protection

Serious Illness

Income Protection

Pensions

Inheritance Tax Planning

Request an online review or call back

Online Review or Call Back


You are Entitled to a Free Online or Phone Consultation with one of our highly qualified Financial Advisors.

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.

If you would like more information please contact us today.

Contact Us
Top