As Part of Your MasterPlan™ We Will Help You To:
Get Clarity On Your Financial Future
Determine the best possible approach to get what you want
Align Your Plans With Your Financial Life Goals
Gain confidence in your financial future, and learn precisely how to achieve the results you seek
Ensure Value For Money
Avoid the unexpected impact of fees on your sustainable income
Define A Prudent Draw-Down Strategy & Portfolios
Maximise your lifetime retirement income in the most prudent way we can
Analyse Your Existing Arrangements
Get a second opinion on your current strategy and portfolios, analysis performance, fees and success. Implement optimal strategy where needed.
Provide For Loved-Ones
After securing your income needs, we’ll explore how best to cater for your loved ones in a tax-efficient manner.
Who I Best Serve
Prudent
A self-employed consultant or business owner who’s accumulated €500,000+ in investment and pension assets
Established
Retired, or planning to be within ten years, (our boutique services are tailored to people in your position)
STRONG VALUES
Our relationship will be built on mutual respect as we guide you on all aspects of your financial lives
INDEPENDENCE
You’ve already achieved success. Trust us to take your achievements to the next level, on a transparent fee basis
