As Part of Your MasterPlan™ We Will Help You To:
Identify Your Financial Life Priorities
Explore what’s most important to you and understand the business and lifestyle you’re aiming for
Due-Diligence On Your Existing Arrangements
Get a well-informed second opinion on your current strategy and portfolios, analyse performance, fees and returns
Save You Time & Hassle
Simplify your arrangements, remove dead-wood, optimise your structures where needed, and save you time managing your financial decisions
Capitalise on Opportunities & Tax Benefits
Be better positioned to make the most of the opportunities that many of your peers miss
Develop A Clear Road-Map & Strategy
Be more confident about your financial future, and know precisely how to achieve the results you seek, with our on-going support
Use Optimum Portfolios
Implement the most cost-effective, proven and secure portfolios with the highest probability of success
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
