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You can’t predict the future, but you can prepare for it 

Protection

Life can throw unforeseen challenges your way – you could lose your job, fall ill or worse, so it’s important to take steps to guarantee your financial security.

While many people think about providing for their family in the event of their death, they often overlook protecting their income should they be unable to work.

Understanding Financial Protection products and deciding the right level of cover can seem somewhat daunting. We help our clients accurately calculate the financial loss to their business and family should something unforeseen happen.  An annual review is the best way to ensure you have the right level of cover at the most cost effective price in the market.

Our Price Pledge guarantees that any plan arranged for you will match or beat the lowest cost plan on the market.

Your Bluechip Advisor will discuss all the different options available and identify those most relevant to you and your family. 

 

  • Mortgage Protection – pay off the outstanding balance on your mortgage should you die before the mortgage is fully repaid. 
  • Life & Critical Illness Protection – tax-free pay out for you/your family in the event of serious illness or death
  • Income Protection – continues paying you an income in the event of your inability to work. 
  • Keyman Protection – insure your business against the illness or death of essential personnel
  • Inheritance Tax Planning and Estate Planning – planning to minimise the tax effects on the transfer of assets to family members through inheritance.

We will be recommending Bluechip to friends and family. A mortgage application is a journey and all our queries were dealt with in an efficient and timely manner. We appreciate all your help. And thank you, Marian – a professional with a brilliant can do attitude from start to finish!

P & G McKee, 2021

Thank you for all your help and patience over the last few months. We certainly would have no hesitation in recommending Bluechip to anyone who is contemplating a new mortgage.

F & S Kelly, 2021

As a customer of Bluechip for over 12 years, I can always trust David and his expert team to come up with a plan that’s tailored to suit my needs. My yearly financial review puts my mind at ease as I know I’m on the right track with my finances. If you, your family or business require solid financial guidance, Bluechip is my recommended trusted advisor.

P. Cody, 2021 

I know that I can get in touch with Bluechip at any time with any financial queries I may have, but what I particularly appreciate are the regular policy reviews with my advisor. This has been extra important during the past 12 months of uncertainty. Being able to update with my advisor, by phone or through Zoom, has been very reassuring. I always feel we are getting relevant advice that keeps our retirement and financial plans on track!

C. Dooge, 2021

I have been both a personal and business customer of Bluechip for nearly 10 years. They are, first of all, a very ethical company which is number 1 when it comes to financial matters. They also have the expertise to recommend what will deliver the best outcomes for the customer.

M. McGowan, 2021 

Of course, a regular financial review makes complete sense but I never felt like it was a priority. That is until I experienced my first Bluechip financial review. Now it’s an appointment I would not miss. The insightful questions around my personal financial objectives were really thought-provoking and the Bluechip financial plan gave me great advice, access to some new financial products I hadn’t heard about and some very welcome savings. I now wouldn’t be without my up-to-date financial plan.

A. McDonogh, 2021

 

My relationship with my Bluechip Advisor is what I value the most. In between my regular reviews with Hubi, I know that I can get in touch with any queries or concerns I may have. As my own situation changes throughout the year, I can always update with Bluechip about my policy values and any decisions I may need to make. I couldn’t recommend Bluechip enough!

P. McDowell, 2021

Bluechip Financial Services 

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At our financial advice centre, we can help you make smart decisions about your money and investments.

We offer free consultations, so book a call today and let us help you get started on the path to financial success!

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