- Knocknacarra, Galway City
- 087 648 6081
360* Financial Management
Investments
Investing your money can be emotional. We use behavioural finance principles to maximise portfolio returns. We match the investment strategy to your identified goals.
Financial Planning
The key to financial freedom and living your dream is agreeing the right plan for you and then sticking to the plan. This is at the very core of our business and the key to building, managing and protecting wealth over time.
Retirement Planning
We use leading industry technology to create a retirement income plan to help ensure that you do not outlive your income.
Tax Strategies
We are experts in identifying and highlighting tax planning strategies for you to discuss with your Tax Accountant to minimise taxes, maximise returns and help your savings and investments last as long as possible.
Risk Management
Where Investors take a risk, they want to achieve the highest rate of return per unit of risk. Too little risk and they may outlive their future money.
Financial Protection
Life events happen and can have financial and emotional consequences for you and your family. We work with you to devise a strategy to support your goals and values.
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.
Frequently Asked Questions
WHY CHOOSE US
Frequently Asked Questions
The process of creating a financial plan helps you to identify what you need your money to cover, how long you need your money to last and how much money you need to have so that you can afford to live the future you would like to plan for. Our technology and expertise then produce a highly detailed analysis report to help you make decisions on the right investments, savings and expenditure to keep your finances in line with your goals.
As part of the financial planning process we will run different scenarios through our state-of-the-art analysis software which will feedback for each scenario how long your money might last.
The right plan for you will be chosen together based on what you would like to achieve balanced against your income stream, expenditure, savings and investment risk levels.
We focus on giving advice – not selling products. Our client referral rate is so high because our industry reputation speaks for itself. We pride ourselves on our technology and technical ability. We listen to our customers and work in collaboration. We hate jargon and buzz words and have built strong connections with our Global Partners. We really do go the extra mile to offer you the best advice and guidance to achieve your financial goals and dreams. The decisions are all up to you.
Our charging schedule is available here >
We specialise in Comprehensive Financial Planning including:
- Family and Business Protection
- Pre and Post retirement solutions
- Constructing efficient Investment Portfolios
- Redundancy and Pension Options
- Use of insurance products in Estate Planning