We use state-of-the-art software to analyse and forecast. We look at your income, expenditure, assets and liabilities. This analysis forms the basis of your detailed Financial Plan.
Financial planning is as important during your working life as it is before retirement. Watch the video below to see how we will help you plan:
Yet financial planning is also crucial when planning for retirement and beyond. Watch the video below to see how we use our platfom for retirement planning:
Tax reliefs for you
We help you to take advantage of the generous tax reliefs available. This ensures that your pension and retirement savings are invested in an appropriate investment strategy. One that is evaluated and reviewed on an ongoing basis. Our advice and services include:
Meet your needsWe are impartial financial advisors with an in-depth knowledge of the range of savings and investment options available. We help you to select, implement and evaluate, on an ongoing basis, the best options to meet your needs, including:
We help business owners, self-employed individuals and key employees to take control of the investment of their pension funds. We provide advice and services on the self-administered pension scheme options available.
You are in control
We are a Pensioner Trustee approved by the Revenue Commissioners. We act as the Registered Administrator for self-administered pension schemes where you control how your pension is invested.
We provide a comprehensive wealth management service. Significant financial arrangements, releasing you to tend to running businesses, careers and families.
The aim of the service is to assist you achieve financial independence; meeting financial objectives in a planned and structured manner. The stages typically include: Review, Strategy, Implement, and Evaluate.
Appropriate, cost-effective insurance
The cost of life insurance is a necessary component of financial planning. Our role in this process is to ensure that you have the correct life insurance cover – at the lowest cost and structured tax-efficiently, where possible. The main types of life insurance cover consist of Life Cover, Income Protection / Disability Cover, Specified Illness Cover. We evaluate the level of life insurance cover that you need and review any existing life insurance you have in place.