- Knocknacarra, Galway City
- 087 648 6081
Business Owner Consulting
Protect your business with the right financial plan. Get the right advice.
Owning your own business can mean navigating an uncertain and fluctuating income stream. Having a comprehensive financial plan in place helps you achieve financial peace of mind. This allows you to focus on your business without worrying about your future.
Business Retirement Plan Consulting
Delivering the best possible opportunities for you and your plan participants
Investement Protection & Tax
Work with us to develop the strategies to meet your financial goals and objectives
Analysis
We use highly technical analysis software to enable you to view different financial scenarios to help you plan
We Listen & Analyze
We take the time to listen closely and analyze every detail of your situation, ensuring we fully understand your goals before crafting personalized strategies that deliver real results.
We Collaborate & Advise
We work closely with you through open collaboration, offering expert advice and clear guidance to help you make confident, informed decisions.
We Guide
From a financial planning standpoint, we guide you every step of the way, helping you navigate complex decisions to build a secure and prosperous future.
WHY CHOOSE US
Our 5 step process to simplify your financial future
Understanding your individual financial circumstances, financial goals and dreams and your views on investment are critical to creating the right financial plan for you. We combine our industry renowned expertise, state-of-the-art leading analysis technology and global partner connections with Simplify – our 5 step process to create the best financial plan for you.