Financial Planning

At Bua Financial Services, we offer practical and unbiased advice on how to properly plan for the future.


Financial planning is the process of identifying and preparing for certain events and opportunities that may occur throughout your life in order to ensure that you have the resources and finances available if these events occur. Financial planning is important no matter what stage of life you are at.


We can assist you with budgeting, saving goals, loan advice and payments, mortgage applications and more. No matter what your financial situation may be, It can be improved by taking action and preparing for the future.

Life events that require financial resources and planning can include:

  • Buying a Home

  • Children’s Education

  • Ill Health

  • Redundancy

  • Retirement Planning

  • Parental Healthcare

For Personal Financial Planning Support :

Personal Financial Planning

Bua Financial Services offers reliable, knowledgeable, and trustworthy advice when it comes to your individual situation. When it comes to financial planning, there are always ways to improve your current situation. We provide a personal service to guide you through the various products on offer which can help ensure that your finances are safe and secure no matter what life throws at you.


At Bua Financial Services we will assess your current financial position, your future objectives and any current plans or products you have in place. We will then make the necessary recommendations to get your finances to where they need to be in order to achieve your goals. Once you have chosen your financial plan we will help you take action and implement these changes into your life and finances.


It is important to continually monitor and review your financial circumstances and needs. As you move through life your financial situation will inevitably change, as will your goals. We will help you change your financial strategies in line with these changes in your life. This way your financial plan will remain up to date and continue to work towards your objectives.

Important points to consider with regards to financial planning:

  • Are you confident that you have the most appropriate financial products at the best market price?

  • Are you setting aside enough funds for your retirement?

  • Are you maximising the returns from your savings and deposits?

  • How can you reduce the amount and term of your mortgage?

  • How much will you get paid by your employer in the event of an illness or accident?

  • Have you thought about the financial consequences of a serious accident, long-term illness or premature death?

For Personal Financial Planning Support :

Financial Planning – Frequently Asked Questions

  • Why Is Financial Planning Important?

    Financial planning will identify your short and long term goals and ensure that you're financially able to achieve these goals. Whether you wish to save for a mortgage or planning for your retirement, having a financial plan in place makes it easier to work towards these objectives.

  • How Can I Improve My Financial Plan?

    The best way to do this is to speak to a financial advisor like Bua Financial Services. We will work with you to identify any required adjustments to your existing plan and create a new plan to improve your current and future financial situation.

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