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8 Years Later! The Soul of Wealth with Dr. Daniel Crosby

June 23, 2025

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8 Years Later! The Soul of Wealth with Dr. Daniel Crosby
8 Years Later! The Soul of Wealth with Dr. Daniel Crosby
June 23, 2025

8 Years Later! The Soul of Wealth with Dr. Daniel Crosby

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What's the best ARF Fund for my pension?
June 16, 2025

What's the best ARF Fund for my pension?

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Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax
June 9, 2025

Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax

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'Your Best PRSA & Master Trust Options' - with Glenn Gaughran
May 26, 2025

'Your Best PRSA & Master Trust Options' - with Glenn Gaughran

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Exit from Work: Redefining Retirement with Dr. Gregg Lunceford
May 19, 2025

Exit from Work: Redefining Retirement with Dr. Gregg Lunceford

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Gillen Markets GM Fund Analysis & Review
May 12, 2025

Gillen Markets GM Fund Analysis & Review

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Markets fall, it's always been temporary
April 7, 2025

Markets fall, it's always been temporary

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Investing in Emerging Market Sectors with Kevin Carter EMQQ Global
March 31, 2025

Investing in Emerging Market Sectors with Kevin Carter EMQQ Global

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Why Indexing Still Wins for Long-Term Investors and Pension Holders
March 24, 2025

Why Indexing Still Wins for Long-Term Investors and Pension Holders

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Best Pension Option For Self-Employed Directors in Ireland (in 2025!)
March 10, 2025

Best Pension Option For Self-Employed Directors in Ireland (in 2025!)

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Rental Income Tax Planning with Brendan Allen
March 3, 2025

Rental Income Tax Planning with Brendan Allen

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Building Olympic Resilience with David Gillick
February 24, 2025

Building Olympic Resilience with David Gillick

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Schedule Your Call

We use a client-focused approach to help you get organised, develop peace of mind, and clarity on your financial future.

The first step is a 15-minute initial call with Paddy to answer your questions, to see if we are potentially a good fit for each other, and allow you to evaluate our firm.

If you believe we are a good fit to work together CLICK HERE to schedule your complimentary call with Paddy.

Or please CLICK HERE if you are media-related or have a general query.

Important Note: Just like you wouldn’t see a cardiologist for a knee replacement, we work exclusively with people who are retired or would like to do so in the coming years and have investable assets of €1m+.

Schedule your call

Due to demand and commitments to existing clients, there is currently a waiting list for planning and new clients.