Wealth Management Quote

Enter a new era of digital financial planning and achieve your future financial goals.

wealth management

GET A QUOTE

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1Protection
2Employment
3Mortgage
4Retirement & Saving
5Personal Details
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Financial Plan Process

STEP 1 - QUOTE & DISCOVERY

Our quote application will gather some vital information to help us understand your current financial position and future financial goals.

This will include a review of your personal and business income, expenses, assets & liabilities alongside a comprehensive review of your current financial arrangements.

STEP 2 - PLAN & RECOMMENDATIONS

Following our analysis, our expert experienced financial advisors will present and explain your tailored financial plan(s) using our state-of-the-art software.

This will allow you to visualise your current financial situation up to age 100 and will include our proposed recommendations to meet your goals within a realistic timeframe.

Your financial needs, such as savings, investments,  retirement planning, existing product arrangements, protection and inheritance planning are all taken into account in our assessment and recommendation(s).

STEP 3 - IMPLEMENT YOUR PLAN

Your financial plan is tailored to your particular requirements.

Any proposed recommendations can be activated by our dedicated administration team upon your approval.

All paperwork can be done online for your convenience and you will be kept informed every step of the way.

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 financial goals. This will involve regular engagement and we will be in regular contact to ensure your financial plan(s) are meeting your current goals, this will include any changes that need to be implemented to keep on track.

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 we help

Assess all areas of your finances

We take a deep dive into your personal finances to assess areas for potential improvement to help you make data-driven decisions. Pinpointing areas of strength or weakness in your personal finances.

Discover your goals

We will discuss your personal financial goals and visually display them on your personal financial 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 could have on your finances & family. 

Create a plan

After we assess your finances we will provide financial advice and propose smart data-driven solutions to help you achieve your financial goals within an agreed and realistic 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 or family circumstances. This is something we will be facilitating through our service offering.

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. 

Replace chance with change.