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When you’re no longer working, you need to stretch your nest egg as tax-efficiently and cost-effectively as you can. We’ll help you enjoy life exactly as you planned, with the confidence that you’ll still be able to provide for your loved ones.

Your aspirations are unique. Whether you want to pursue new interests, travel more, or work on some community projects, we’ll guide you on the decisions that’ll give you the financial security to support your plans.

Fin goulding

Fin Goulding has consistently been named as one of the top global CIOs year-on-year. He’s now a business and technical agility expert having worked in major organisations such as Aviva, Paddy Power and HSBC.

I initially reached out to Paddy for a chat. Not only did he provide me with sound advice, but he also helped me get my plethora of old investments into great shape. That gave me the confidence to leave my Corporate Executive role and start up my own business as an entrepreneur!

Paddy is an honest, trustworthy and fun person to work with, but most importantly, I know that my future is safe with his steady hand on the tiller and therefore I can't recommend him highly enough.

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


A self-employed consultant or business owner who’s accumulated €500,000+ in investment and pension assets


Retired, or planning to be within ten years, (our boutique services are tailored to people in your position)


Our relationship will be built on mutual respect as we guide you on all aspects of your financial lives


You’ve already achieved success. Trust us to take your achievements to the next level, on a transparent fee basis

Your next steps

Our Services

Discover the non-standard and client focused services we offer

Paddy Delaney RPA QFA APA
Investment & Retirement Income Planner