
Step 1 – Take a financial wellbeing healthcheck.
Let’s start by assessing your current financial health. Taking our two-minute survey will bring you closer to achieving your financial goals.
- It’s free
- It’s confidential
- It’s quick and easy

Step 2 – Take control of your money. Talk to an expert.
Whether you have something specific in mind, or you just want a quick chat about your finances, our Financial Wellbeing Advisors are always happy to help. Talking to us is a simple way to start taking control of your money.
Why not book a free appointment today?
- It’s confidential
- It takes about 30-45 minutes and you can pick a time that suits you
- You don’t have to come to a branch – we offer remote appointments too
- It’s open to Bank of Ireland and non-Bank of Ireland customers
A place of your own, a rainy day fund or having a bit put by for when you’re older…Whatever those dreams, now’s the time to start planning your finances around them.
Explore your goalsLooking to plan for life after retirement? Wondering whether you should save or invest? Our articles, tool and calculators, can help you get the answers.
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Bank of Ireland is regulated by the Central Bank of Ireland.