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. Now is the time to be thinking about,
Having the right investment strategy to enable you to live all your life to the full
Safeguarding yourself financially to ensure your needs are met for all your life
Transferring your wealth tax effectively to your loved ones
Do You Ask Yourself These Questions?
Am I at risk of ever running out of money?
Can I spend my money freely or do I need to be careful?
Is my money invested wisely to meet my needs for life?
How can I transfer my wealth tax effectively to my family?
Who can guide me to make best use of my wealth?
What will my legacy be after I’m gone?
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 you make the best use of your money today.
Wealth Transfer
We’ll help you balance your own financial needs with your desire to transfer wealth tax effectively to your loved ones, both now and in the future.
Legacy Planning
We will help you to identify your financial legacy after you’re gone and how to achieve it through
gifting, charitable donations, and inheritance planning.
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.
