Pension Planning
How much do I need to retire in Ireland?
The question of how much you need to retire is dependent on a large number of factors, including the age that you plan to quit
01/09/2024
About Us
Discerning Clients
When it comes to arranging your finances, you deserve more than just standard.
Our clients trust us to evaluate their situation, provide expert unbiased advice, and to help them to achieve their requirements with absolute cost transparency and integrity, all forming the basis of long-term trusted relationships.
Whether you need to protect your family, want to know if you can afford to retire early, or simply require the peace of mind from knowing all your investments are optimised, we will partner with you to help resolve your concerns and reach your financial objectives.
Discerning Clients
Who we help
Discerning people who are looking for the best value straight forward financial advice to suit their busy lives.
Bespoke Investors
We advise bespoke investors on how to put their lump sum deposits to work, tackling low deposit rates. We have the capacity to facilitate investments tailored specifically to you. We do so by building bespoke, flexible portfolios aligned to your risk profile, ESG preferences, and personal time horizon.
Company Owners
For company owners, it’s hard to find the time to focus on retirement planning never mind health-related risks for themselves and their key employees. We have been advising company owners for over 15 years and can help you find the most cost-effective tax-saving solutions to afford you peace of mind today and for the future.
Private Families
Families go through many stages as do their financial needs and priorities. We are experts in advising families through all stages of life’s journey from young parents to maturing families to empty nesters. Our financial advice is about protecting your income and assets, but also saving and investing for the future including your retirement.
Professional Contractors
For all professional contractors, it is imperative that you choose a financial advisor that can help you make the right decisions for you, your family, and your career. Our recommendations are based on the full market comparison, leading to the most comprehensive, best price, and individually-suited solutions.
Self-employed Practitioners
Our self-employed clients range from trades to healthcare and legal professionals including business partnerships, such as dental, medical, physiotherapist, and legal practices. Our specialist financial advice can range from personal financial protection and pension planning to partnership insurance to protect business control.
Retirement Ready
Our retirement-ready clients are those approaching or have recently taken retirement and that need to put their house in order in terms of their pension retirement options, prior to then also addressing any lump sum investment and life insurance needs. We provide the most cost-effective and robust solutions for long-term security and peace of mind.
