MasterPlan™ Maintain Programme (tax-deductible)
This valuable service is exclusively available to you when you complete your Informed Decisions MasterPlan™ and implement new investment or pension structures with us
When you invest with us you become a member of the MasterPlan Maintain Programme, the benefits of which include:
- Having a professional & empathetic advisor to help you build & protect your financial future
- Two Planning Meetings with Paddy at your home/office every year
- Access to Paddy as your dedicated advisor
- Personal guidance on all aspects of your financial life planning
- Wise counsel and a gate-keeper on your new pension and investment structures
- Access to our proven, regulated and high performing portfolios and partners
- Invitation to exclusive Informed Decisions Developmental Work-Shops & Seminars
- Invitation to Investment Manager updates as they arise
- Annual investment portfolio rebalancing
- Access to new portfolio options and non-standard investment solutions
- 24/7 access to your online portfolio, with quarterly updates
- Annual Fee schedule and breakdown – enabling your business to claim tax relief
- We don’t sell policies - No sales pitches or product pushing, ever
- No commissions, hidden charges or exit penalties, ever
- Liaising with your accountant/tax advisor when needed
- Bespoke investment and ARF income draw-down planning as needed
- Helping you avoid costly mistakes with your financial plans and investment decisions
- Removing stress and concern about your future lifestyle and incomes
- If for some reason you are not happy, you can walk away, no penalty or restrictions
- Personally holding you to account on living & spending your money!
Annual fee of 0.7% of invested assets with us
- 0.7% on assets up to €1.4m, subject to minimum of €4,200
- Fee capped where client/couple assets exceed €1.4m
Example section below details how the preferential rates we can achieve for clients helps them avoid unnecessary fees on their investments and pensions.
When you invest with us, you will be hiring the expertise and safety of the world’s most proven providers of safe custody and index fund management, see below.