Personal Retirement & Pension Planning Quote

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Retirement Planning Process

Step 1

Assess your current financial situation

During our discovery consultation, your advisor will assess your unique situation and expectations, setting a solid groundwork for your retirement strategy. Crafting a custom retirement plan involves collecting data about your current financial position, your comfort level with risk, your preferred investment options, and the timeline for your retirement.

Step 2

Define your goals and timeline

We will than present the options tailored for you, based on your specific needs, risk you are comfortable taking and the timeline and your long-term objectives, recommending investment strategies that maximise your retirement savings. Our goal is to create a diversified investment portfolio that suits your needs.

Step 3

Trace Old Pensions & consolidate

If you have multiple pension funds, the traced pension(s) can be then consolidated into a single, easily manageable pension in your own name. Consolidation simplifies understanding your pension, your retirement income and visualising your performance, not forgetting the power of compound interest with the combined pension values.​

Step 4

Ongoing relationship

As part of our service offering, we will consistently review your plans in line with your financial goals in order to fully realise your business ambitions. This will involve regular engagement and we will be in regular contact to ensure your financial plan(s) are meeting your current requirements.

what our 12,000+ clients have to say

Put a lot of time and energy into resolving my complicated financial requirements. Top class committment and guidance throughout.
An indepth, practical understanding of the current financial market in Ireland and seems well positioned to advise any situation. I highly recommend getting in touch.
I just had the experience I wish I got with every company I deal with, exceeding expectations.
Now I have a better understanding of my finances and I'm able to save more money and plan for the future. She also advised on having a children's savings plan to save for my child’s college education.
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How can we help you

Assess all areas of your finances

And assess areas for potential improvement to help you make data-driven decisions. Pinpointing areas of strength or weakness in your personal finances and business operations.

Discover your goals

We will discuss your personal goals and business’ goals and visually display them on your personal and business roadmap. This will also incorporate external factors such as inflation, income raises and interest rates. We can also present “what if” scenarios and the effect it has on your business financially. 

Create a plan

After we assess your finances we will propose experienced smart data-driven solutions to help you achieve your goals within the agreed timeframe. 

Regular reviews

Financial planning is a life-long process. Reviewing the actions recommended in your plan should take place regularly and in the event of change of income, assets, business or family circumstances. This is something we will be facilitating through our service offering.

Protection Package

Having a comprehensive protection package ensures peace of mind by safeguarding you and your loved ones, shielding against unforeseen expenses throughout your lifetime.

Mortgage Assistance

As an experienced mortgage intermediary, we can help you on all things mortgage-related, including government schemes, designed to help you acquire your dream home. We will provide you with an independent comparison of lenders and mortgage options available as well as manage the entire mortgage process from start to finish.

financial goals

Our #1 goal is helping you to achieve yours.

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 you to create a tailored financial plan that meets your unique needs and objectives.