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 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.
Determine the best possible approach to get what you want
Gain confidence in your financial future, and learn precisely how to achieve the results you seek
Avoid the unexpected impact of fees on your sustainable income
Maximise your lifetime retirement income in the most prudent way we can
Get a second opinion on your current strategy and portfolios, analysis performance, fees and success. Implement optimal strategy where needed.
After securing your income needs, we’ll explore how best to cater for your loved ones in a tax-efficient manner.
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
Discover the non-standard and client focused services we offer