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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Tailored estate planning & investment growth strategies, with a proven approach designed to enhance returns and reduce risks.
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We partner all the leading asset managers and life insurers, operating within in Ireland.
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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.
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Bespoke Porffolios
With superior value and asset choice at the forefront, we create individually tailored investment bond portfolios, to put cash lump sums to work, albethey bank deposits, an inheritance, a retirement lump, or even a windfall.
All such investment recommendations, are based on your personal risk/reward profile and investment time horizon.
Our expert investment advice, builds long-term value, through broad diversification and dynamic asset allocation.
Tailored Solutions
We work with all leading market providers, to offer individual, regular contribution pension savings plans to the self-employed and to company directors, including professional contractors.
We also offer Group Master Trust Schemes to employers and their staff, and advise individuals during a job employment exit and well as come retirement.
Benefit from our highly competitive charging structures, pension and strategic investment expertise.
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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
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
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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