Services

We will guide you through the decision-making process, helping you manage your money through all the stages of life. We take into account your needs, goals and expectations to formulate the perfect strategy. Whether you are self-employed, running a business, starting a family, or retired, we'll help you secure the future you want.

Services

OUR FINANCIAL PLANNING SERVICES

Investing in Social Housing

Secure 20-year government-backed yields averaging 5.5% after costs by investing in social housing. With demand for housing running high, Ireland is facing a challenging social housing deficit. Investment in social housing offers long-term, government-backed, hassle-free leases.

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Wealth Management

Whether you’ve sold a business, won a windfall (hopefully the Lotto!) or received an inheritance, a new set of challenges arrive. How do you diversify your wealth in a way that protects it from large capital losses on the one hand, but grows it to outrun inflation on the other? It’s the type of question only experience can answer.

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Financial Investments Restructuring

Market values change, taxes can increase, and inflation is always rising. How will you weather these storms until your retirement and beyond when you are reliant on your assets to perform? Smart investment restructuring can bolster your nest-egg from upheavals and protect it from haemorrhaging fees and charges often hidden from view.

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Personal Financial Planning

What are your unspoken life goals? Personal financial planning is how we help you achieve your short-term and long-term goals by helping you decide what are your priorities when you’ve limited resources while opening the door to fresh opportunities.

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Retirement Planning

Every day is the weekend when you retire so you need to plan for it today. Whether it is a long way off or is just around the corner we can recommend a pension that is right for you.

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Investing in gold

We have been adding gold to our clients’ portfolios since 2004. We help investors own gold in the safest vaults in the world. Holding some gold protects you from the banking system and offsets losses in other asset values from big shocks caused by unexpected deflationary events like in 2008.

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Preserving Capital

Preserving capital isn’t about burying cash in a saving account, but recognising that the value of currency changes over time, so you need a way to guard the absolute monetary value of your savings.

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Serious Illness & Life Assurance

In a nutshell, life insurance is protection for your family for when you shuffle off this mortal coil, and serious illness cover is also protection for your family, as well as you, should you be unable to work due to unavoidable illness or injury.

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Income Replacement Protection

The most tax efficient way for you to produce an income stream if you find yourself unable to work due to ill health, injury accident or disability by guaranteeing yourself an income. Without a salary, it can be difficult to keep on top of your medical bills.

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