Investment Planning
Investment Risk & Reward Profiling
When it comes to investment risk and reward and the ever-popular use of both single and multi-asset risk rated funds, proper strategic portfolio construction and
20/06/2025
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Granting access to the world's leading Investment, Pension and Life Insurance providers, we have the expertise to deliver premier, cost-saving fully transparent financial solutions, backed by exceptional service, in support of long-term trusted client relationships.
Tax efficient estate planning, business protection, and bespoke lump sum investments, for HNW individuals, retirees and business owners.
Tailored estate planning & investment growth strategies, with a proven approach designed to enhance returns and reduce risks.
Pension planning, ARF and Annuity solutions. Benefit from our huge fund choice, lower costs, and truly expert personalised advice.
Bespoke private pension planning, annuity and ARF solutions. Benefit from our extensive fund manager range and low management costs.
Lump sum, personal and corporate investment bonds, based on your risk appetite and investor time horizon.
Structured deposits and strategic fund based portfolios, based on personal risk tolerance and investment time horizon.
Mortgage, family and business protection solutions. Get free and instant online quotations, with full market comparison.
Personal, family, and business protection insurance. Get free and instant online quotations, with full market comparison.
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We partner all the leading asset managers and life insurers, operating within in Ireland.
Financial advice
Holistic Financial Planning looks at all aspects of your personal and financial life. We can help you formulate a financial plan, by identifying both your short and long-term life goals, before putting in place an effective, personalised financial strategy.
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By understanding your position, we develop comprehensive plans, to deliver best value client outcomes.
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Our solutions are personally tailored to your needs, and accomplished based on your financial priorities.
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Application is kept simple, through the use of the latest advanced technologies and digital signature sign-off.
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We monitor and adjust to your changing needs, as well as to economic conditions, with regular client reviews.
Bespoke Solutions
With superior value and choice at the forefront, we create individually tailored investment portfolios, for retirement lump sums, as well as private and corporate cash deposits.
All such investments are based on your personal risk tolerance and investment time horizon.
Our expert investment advice, builds long-term value, through broad diversification and dynamic asset allocation.
ONLINE CONVENIENCE
Our swift protection solutions, make arranging the most comprehensive and best value life insurance plans, completely hassle-free. From Mortgage Protection, to Income Protection and Family Protection, life assurance plans with optional Serious Illness Cover.
Benefit from full, instant market comparison, via our free quotation engine, with full FAQ, fast reflective underwriting, and digital policy document delivery.
integrity & vALUE
Our clients are discerning like you, taking the time to make their own well-informed financial planning decisions, with the help of our expert advice.
They include private and public sector employees, to a diverse array of self-employed professionals, and trades.
Our corporate clients, are also broad ranging, and can range from one person limited companies, to SMEs, foundations and charities.
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When it comes to investment risk and reward and the ever-popular use of both single and multi-asset risk rated funds, proper strategic portfolio construction and
PRSA charges will have a significant effect on your investment returns and your PRSAs long-term value, alongside the level of risk-management expertise employed. This guide
When it comes to investment risk and reward and the ever-popular use of both single and multi-asset risk rated funds, proper strategic portfolio construction and
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Under European pension legislation, all new and existing Executive Pension Plans (EPPs) must be set up under, or transferred to a Master Trust, or to
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11 James’s Terrace, Malahide,
Co. Dublin, K36 CV08
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