Personal Financial Planning

Ensuring your personal financial planning builds a better future for all that is precious.

Personal Financial Planning

We believe that your business/career and your lifestyle are inextricably linked. Whether you are a business owner, Senior Executive in a large multinational, Doctor, Lawyer, Airline Pilot or indeed any profession, we’re passionate about empowering you to live the life you want without fear of ever running out of money – and without working for a day longer than you need to.

Our financial planning service can help you achieve the lifestyle you want, not only now, but in the future. We can build a holistic plan that will deliver the results you desire - and deserve.

How We Work

Our success is built on getting to know you. From our very first meeting, we look at the whole picture starting from what you need right now moving through to retirement and beyond. We take a personal approach to our work using a tried and tested process, to really get to know you and understand what you want to achieve.

We use a 6 stage process for our personal financial planning services. To understand what’s involved at each stage, take a look at our podcast series opening up each step of the financial planning process.

During this process we will work together to identify your life goals, make a thorough review of your financial situation and create an actionable plan to start you on the journey to the life you really want.

The Key to Success

A long-lasting professional relationship is crucial to our success, so we can help you at each stage of your life, as your circumstances and goals change. Once your plan has been established and implemented we can work together to re-evaluate your desired lifestyle objectives and realign the plan accordingly.

1

We’ll take the time to get to know you, to understand what your financial goals are, and why

2

We’ll fact find and collate all the information we need to gain a thorough understanding of your current assets and liabilities

3

We’ll analyse your circumstances to identify the possibilities and opportunities but also the potential pitfalls that lie ahead

4

We’ll create a clear plan to help you achieve your aspirations and goals

5

We’ll put your personalised plan into action

6

We’ll then make sure to track your progress, and to consistently monitor and review. We'll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.

Let's Meet Up

To discuss how we can tailor our services to meet your needs, please call +353 (01) 296 6120 or click the button below

Services

Check out our other services below

Wealth Management


Personal Financial Planning


Employee Benefits


Specialist Planning


Contractors Wealth Management
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