True Wealth - About Us

True Wealth for individuals
and business owners.

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About True Wealth

True Wealth is a trading name of True Financial Ltd, an Irish owned company based out of Portlaoise, Co Laois; also trading as, SafeNET Financial & Mortgage Assist.

As individuals and businesses work hard to build and maintain their wealth, it’s essential to have a trustworthy partner who can help them protect their current assets and grow them further.

That’s where we come in as their trusted wealth management company.

Managing wealth can be a daunting task, and making the wrong decisions can have significant financial implications.

We offer a extensive range of services, including financial planning, pensions, savings, and investments, to ensure that clients’ assets are well-managed and optimized to meet their long-term financial goals.

Our experienced financial advisors work closely with clients to understand their unique financial situation and objectives.

We develop customized plans and investment strategies tailored to individual needs, risk tolerance, and investment or protection goals.

By working with us, clients can benefit from expert guidance and access to a wide range of investment options, helping them to make informed decisions and maximize their returns.

We understand that managing wealth is not just about growing assets; it’s about safeguarding current wealth and creating a solid foundation for the future.

Whether it’s protecting assets from market volatility, planning for retirement, savings for a home deposit, saving for a child’s education or wedding… We are fully committed to helping clients achieve their financial goals and create long-term true wealth.

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Our Mission

We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.

Our team of award winning professionals take a personalized and holistic approach to financial planning and wealth management, we work closely with our clients to create a customized and bespoke plan that meets their unique needs and objectives. 

Whether you’re planning for retirement, saving for a mortgage down payment, or looking to invest for your future or your children’s future, we’re here to help you on your journey.

We offer a broad range of services, including retirement planning, investment management, estate planning, tax planning, and protection advice. 

Our goal is to help our clients achieve financial security and prosperity through transparent and unbiased advice that always puts their financial goals and interests first.

At True Wealth, our commitment to create long-term relationships with our clients and provide them with the support and guidance they require to financially succeed. 

So, if you’re looking for expert financial guidance and a market-leading partner to help you achieve your goals, look no further than True Wealth. Contact us today to schedule a consultation and take the first step towards financial security and prosperity.

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