Case Study Three

YOU’VE NEVER EARNED AS MUCH AS YOU DO NOW, BUT YOU’VE NO INTEREST IN CONTINUING TO WORK LIKE THIS

YOU’RE A HIGH ACHIEVER IN YOUR
WORKPLACE, RESPECTED BY YOUR PEERS BUT YOU’RE JUST TOO BUSY TO SPEND THE TIME RESEARCHING NEW INVESTMENT OPPORTUNITIES AND YOU HAVE VERY LITTLE OR PATIENCE FOR EXTRA PAPERWORK. YOUR DREAM IS TO WORK FOR YOURSELF OR SIMPLY REDUCE YOUR HOURS TO DO SOMETHING ELSE

We’ve been here. This is our experience. We’ll spend time working out how long you’ll need to work in the current capacity, so that you have a clear plan of action for your next step. We’ll also spend the time to understand your preferred future lifestyle and clarify what you’ll need to have saved to make that a reality. We’ll create and put in place an effective savings plan that builds the capital you need, at a level of risk that works for you.

We’ll manage your assets on your behalf, giving you the freedom to focus on your current career. With a great plan and a secure financial base, we give you the freedom and confidence to look positively to the future and the opportunities it will bring, knowing that whatever may happen, you and your family are protected.

“I’d just finished a meeting with my previous advisor, a rep for a large stockbroking firm, when it finally dawned on me that I was merely a target for him to pitch for his latest product. When I met Rockwell, I was delighted to find out that they were far more interested in me than a product. It’s been 5 years now and I haven’t looked back since”


Richard, Dublin 6

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