Your 3 Steps to Financial Freedom
Clarity. Control. Confidence—No Sales Pitch.
We guide you from uncertainty to financial freedom with a tried & tested, expert-led process. No cost or commitment for the first step.
Clarity. Control. Confidence—No Sales Pitch.
We guide you from uncertainty to financial freedom with a tried & tested, expert-led process. No cost or commitment for the first step.
We start with a 30-minute video conversation, to understand your goals, lifestyle aspirations, need for help and current situation. You’ll see exactly how we work—and if we’re a good fit.
Your Custom Financial MasterPlan™ – €4,950
A comprehensive 30–50 page plan built around your financial life.
We analyse everything, from pensions & investment fund and fee analysis, tax planning, income generation, gifting, and long-term goals.
With your MasterPlan complete, should we decide to, we implement your structure and plan. We become your trusted long-term financial partner.
Minimum €7,000 per year, capped for larger household portfolios.
If this process makes sense to you, the next step is to decide if our qualifications meet your needs.
Knowing Paddy is looking after our finances means we can relax and enjoy our lives.
Retired early from a global corporate role – now pursuing new challenges together!
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