As Part of Your MasterPlan™ We Will Help You To:
Determine Your Short and Medium Priorities
Explore what’s most important to you and the lifestyle you’re aiming for in retirement
Determine Optimium Strategy for you
Determine the best possible approach to helping you get what you want
Analyse current financial plans and policies
Get a second opinion on your current strategy and portfolios, analyse performance, fees and success. Implement optimal strategy where needed.
Design portfolios & efficient structures
Implement the most cost-effective, proven and secure portfolios with the highest probability of success
Be Very Tax Efficient
Capitalise on available significant tax and retirement planning opportunities you are entitled to
Give You Confidence & Clarity
Gain confidence in your financial future, and learn precisely how to achieve the results you seek
Who I Best Serve
Prudent
Self-employed consultants and business-owners who have accumulated north of €500,000 of 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
