You’re thinking about the end of your career and are working towards a successful and fruitful transition into retirement. You are looking at using the remaining years of your career to accelerate your retirement planning and maximise your tax relief, while watching your funds grow tax free.
We will help you think strategically about your retirement planning, with a view to maximising your tax-free cash and optimising your benefits when you reach retirement. The goal is to help you live the best life possible throughout your retirement – enjoying your second life. Now is the time to be thinking about.
Having a clear, strategic view of how you will transition financially into retirement
Maximising the tax effectiveness of your retirement planning
Starting to consider how you will transfer wealth tax effectively to your loved ones
Do You Ask Yourself These Questions?
What lifestyle can I achieve in retirement?
How much money can I save tax effectively?
What does my optimal investment portfolio look like?
Does my portfolio fully reflect my appetite for risk?
How can I transfer my wealth tax effectively to my family?
Who can guide me to make best use of my wealth?
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.
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.
