Business Owners
You work long hours, putting your heart and soul into managing and growing your business. This leaves little time to pay attention to your own personal financial situation – this is where we come in. Consider us your CFO for your personal finances. We will enable you to identify your personal financial objectives and will create a plan to ensure you achieve them. We will guide you to transfer wealth effectively from your business to yourself and achieve a successful business exit in due course.
Getting Started Financially
You may be in your 20s or early 30s and want to start managing your finances better. You may indeed be older, and life has just got in the way, and now you realise the importance of having a planned approach to your personal finances. Life at this stage is very expensive. This likely includes building a solid financial base for you and your family and securing your future against unforeseen events. As part of this, we’ll guide you towards building up an emergency fund.
Financial Growth Years
Your family may be growing, and your career is progressing well, and now you have a little extra money left over at the end of each month. Do you waste it or put it to good use? We will guide you to manage your savings and investments wisely in line with your goals in life and your appetite for risk. We will also guide you to concentrate on your retirement planning – getting tax relief on money invested that will have many years to grow in a tax-free environment.
Agri Clients
Farming days are long days, as you care for the land and animals around you. What often happens is that the financial side of your life gets neglected, resulting in many missed opportunities that are expensive over time. This is where MCG Financial Services will help you. We will guide you through the management of your finances today and help you plan for the future. We will help you to invest wisely while working and secure your long-term future in the most tax efficient way possible.
planning for retirement
Life is moving on and your family are growing up. The end of your working life is now peering at you over the horizon. We will guide you to accelerate your retirement planning, maximising your tax relief and watching your funds grow tax free. We will help you plan to maximise your tax free cash and optimise your benefits when you reach retirement, and live the best life possible from then on and throughout your retirement – enjoying your second life.
Living Your Second Life
Now you are retired and living your second life. We will help you to avoid the two great challenges you face – outliving your money in retirement and your money significantly outliving you. This second life is a time to spend and enjoy your life. We will guide you to live life to the full in retirement, manage your money wisely and transfer your surplus assets tax efficiently to your loved ones, leaving a lasting legacy after you.
How we help you?
Goals Based Planning
We start with you and your financial goals. All our recommendations and suggested solutions are based on your specific needs.
Expert Advice
Our experienced advisers are skilled professionals. Our deep knowledge ensures optimal outcomes are achieved for our clients.
Full Market Analysis
We have access to the products of the leading providers in the Irish market, enabling us to source the right solutions for you.
Impartial Advice
We sit on your side of the table and act only for you. Our recommendations are based solely on your financial goals and needs.
Nationwide Team
As one of Ireland’s fastest growing firms, we have experienced financial advisers throughout Ireland, ready to meet at a location near you.
Long-Term Partner
Many of our client relationships are measured in decades, not years. We will be your partner for many years as you strive towards your goals.
