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Markets Fall, I Hate It Too, But It's Always Temporarily!

April 7, 2025

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Markets Fall, I Hate It Too, But It's Always Temporarily!
Markets Fall, I Hate It Too, But It's Always Temporarily!
April 7, 2025

Markets Fall, I Hate It Too, But It's Always Temporarily!

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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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S&P500 Warnings - What Should I Do?
February 17, 2025

S&P500 Warnings - What Should I Do?

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A Guide to Gifting €2m To Your Family, Tax Free! Blog236
November 27, 2023

A Guide to Gifting €2m To Your Family, Tax Free! Blog236

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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.