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Financial Planning

A Life Financial Plan as individual as you are...because after all it’s your future.

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Work to live!

We’re here for business owners small and large, entrepreneurs and family businesses to help you reap the rewards of your business success and translate into personal financial success whatever stage of life you or your business is at.

It is your life and you are in charge of your goals. Financial planning keeps you focused to ensure your spending and saving habits help you achieve your financial goals and live your best life now and in the future. That’s where we come in as the Best Financial Advisors in Dublin, as recommended by Best in Ireland.

Book a Complimentary Financial Planning Consultation

Financial Advisors

Your Financial Planning Consultation

Speak to our dedicated team of expert financial advisors with more than 18 years of experience delivering positive financial results for our clients. We provide actionable advice tailored to your unique financial situation and financial goals.

You’ll leave your financial planning consultation with:

  • A clear view of where you are today in relation to your goals
  • An understanding of how the financial planning process works
  • Guidance on how best to handle your existing policies
  • How you can further maximize your Pension and Sick Pay entitlements
  • Answers to any other queries specific to you

Our 6-stage Process to Personal Financial Planning

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.

Stage One

We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals.

Stage Two

We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities.

Stage Three

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

Stage Four

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

Stage Five

We’ll put your personalized plan into action

Stage Six

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.

5 Star Google Reviews

Read more 5-star Reviews on Google

Catherine Cotter

Wonderful experience working with Keith from Rockwell. I'm a novice to financials and investment, but Keith took the time to explain everything in detail - but in a way that was easily understood. Would absolutely recommend Rockwell for any & all financial needs.

Mark Molloy

I worked with Hannah Drennan around the setting up of a detailed financial plan when I started a new position recently. I found Hannah was fantastic to deal with! I would recomment Hannah and Rockwell to anyone looking to create a financial plan and be smarter with their money in general.

Reuben Kamukwede

I was extremely satisfied with the service and advice I received from Myra O'Neill, much appreciated.

Patrice Coyne

Brian Forde was extremely helpful and very knowledgeable about what best suited me! There were a lot of terms I wasn’t up to speed with before using Rockwell and luckily had Brian to explain it to me and to work with me for my future financial planning. Would highly recommend

Dan Gurney

Pete McKavanagh has been my financial advisor for about a year now. He is friendly, extremely knowledgeable, and happy to answer any questions, including the tough ones! He has a great handle on what is happening across worldwide financial markets and I feel like I'm in good hands.

Nick van Mierlo

I was impressed by the integrity, knowledge and expertise of Rockwell Financial. Even in our initial call, Robert gave me some very practical tips that I can start actioning immediately to improve my finances. Highly recommended.

Financial Planning FAQ's

  • What does a financial planner do?

    A financial planner is a professional who assists individuals, families, and businesses in managing their finances effectively. They provide expert advice and create personalised financial strategies based on their clients’ goals and circumstances. Financial planners typically offer services such as budgeting, retirement planning, investment advice, tax planning, insurance analysis, and estate planning. They assess their clients’ financial situation, develop comprehensive plans, and provide ongoing support to help clients achieve their financial objectives.

  • Why would I need a financial plan?

    There are several reasons why you might need a financial plan:

    1. Goal Achievement: A financial plan helps you define and prioritise your financial goals, such as buying a home, saving for education, or planning for retirement. It provides a roadmap to achieve these goals by outlining specific strategies and steps.
    2. Financial Organisation: A financial plan helps you get a clear overview of your current financial situation, including income, expenses, assets, and liabilities. It helps you organize your finances, track your cash flow, and make informed decisions about your money.
    3. Investment and Retirement Planning: A financial plan assists you in developing investment strategies tailored to your risk tolerance and time horizon. It helps you save and invest effectively to accumulate wealth and plan for a comfortable retirement.
    4.  Management: A financial plan helps identify potential risks and develop strategies to mitigate them. It includes analysing insurance needs, such as life insurance or income protection insurance, to protect against unforeseen events.
    5. Tax Optimisation: A financial plan considers tax implications and helps you structure your finances in a tax-efficient manner. It identifies strategies to minimise your tax burden and maximise your savings.
    6. Estate Planning: A financial plan helps you create an estate plan, ensuring your assets are distributed according to your wishes while minimising tax implications.
  • Are financial planners worth it?

    The value of a financial planner depends on your specific circumstances and needs. Here are some factors to consider:

    1. Expertise and Knowledge: Financial planners possess expertise in various areas of personal finance and stay updated with changing regulations and market trends. Their knowledge can help you navigate complex financial matters and make informed decisions.
    2. Tailored Advice: Financial planners provide personalised advice based on your individual goals, risk tolerance, and financial situation. They create customised strategies that align with your specific needs, helping you optimise your financial outcomes.
    3. Time and Convenience: Managing finances can be time-consuming and overwhelming. Financial planners can handle the research, analysis, and implementation of financial strategies on your behalf, saving you time and effort.
    4. Accountability and Discipline: Financial planners help keep you accountable to your financial goals. They provide ongoing support, monitor your progress, and make adjustments as needed, helping you stay disciplined and on track.
    5. Cost-Effectiveness: While financial planners charge fees for their services, their expertise can potentially save you money in the long run by optimising your financial decisions, minimising taxes, and avoiding costly mistakes.
  • How often should I review my financial plan?

    The frequency of reviewing your financial plan may vary depending on your individual circumstances and any significant changes in your life. However, as a general guideline, it is recommended to review your financial plan at least annually or when significant life events occur, such as marriage, starting a family, changing jobs, or retirement. Regular reviews ensure that your financial plan remains aligned with your goals and allows you to make adjustments based on changes in your income, expenses, or investment performance.

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