Who are our clients?

We deal with a range of clients with different financial concerns from a variety of
different occupations and income groups.

Some of our more recent clients

Young Families

You are starting out as a family together with multiple dreams for the future BUT it is hard going with the myriad of living, mortgage, pensions, holiday, educational expenses. There is also that new home you would like to build. It never ends and planning for the future seems fanciful. You want some help negotiating the maze, establishing priorities, and getting a plan that will work for the short, medium and long term.

Professionals & Business Owners

You are building your career and trying to maintain a balance between personal time and business responsibilities. It is easy to overlook the need to plan for the future because the immediate present is all consuming.

We want to work with you as you build towards your financial independence. We will help you focus on your long-term goals and how they can be achieved tax efficiently. Let us put the building blocks in place for your economic freedom and free up your time to get living.

Pre-retirement – Accumulating funds

You have established your career or business and now find yourself in the “second half” of your working life. The kids are nearly there. The age of retirement is looming ahead in the near distance, but you are not sure what you should be doing now or how much you might need when you hang up your boots. Let us help you establish what you will need and how you can go about achieving that, in simple, no nonsense language.

Post-retirement – Spending Funds

After years of working, you now have a fund which must meet your financial needs, until mortality. That is a scary thought because you move from accumulation to decumulation of your nest egg.

You want a financial partner who understands this transition and can hold your hand and be there for you, making sure you never run out of money, in all life circumstances.

Corporate Services

Talk to us about

  • Executive Pension Plans for yourself.
  • Employer PRSA and Group Schemes for your staff.
  • Co-Directors and Keyman Cover to protect the business.
  • Corporate Investment Plans to make the most of your company funds.

 

 

 

Some of our more recent clients have included…

A Builder looking to purchase a property within their
Company pension plan.

Find Out More