Having helped many people to retire successfully, we have developed the ‘5 Steps to Freedom’ process that’s designed to give you total clarity and confidence.
Please know that there is no cost or obligation in partaking in the first 2 steps in this process. We want you to know exactly how we can help you before you pay us a single euro in professional fees, or trust us with a penny of your nest egg.
Before committing your time or ours, this 15 minute call will give us both a chance to make sure your situation matches our expertise.
If we aren’t a good fit for each other, we will gladly suggest some alternative advisors for you to consider.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. We will help you identify and prioritise your objectives, as well as answer any questions you have about how we we deliver value to you.
We now critically analyse your opportunities and threats, developing your individual MasterPlan™ report document. The MasterPlan analyses and details all aspects of your planning; Pension optimisation, Gifting and Estate Planning, ARF distributions, RSU management, CGT reduction, portfolio and Investment planning, and more. We document every aspect, and clearly lay-out exactly what you need to do next.
We will apply our specialist experience, and thousands of hours of training to answer the following questions:
We’ll present and talk you through your detailed MasterPlan™. You will have a clear picture of where you stand financially, and what you need to do next. Before moving to Step 5, we encourage you to take your time, and consider:
Over 80% of MasterPlan clients like what they see and move to Step 5, to implement new structures with us, and work together into the future.
If you do, the cost of the MasterPlan project (€3,950) includes us establishing those schemes for you. Should you or we decide not to implement, for whatever reason, we conclude and settle the MasterPlan™ process here.
We now establish your new best-in-class pension and investment structures under our counsel. We only use independent global custodians, platform and leading fund managers only. We avoid pricey and ineffective mass-market policies and products.
Once your structures are in place, your plan requires on-going implementation and adjustment. We use our experience of working closely with clients in similar circumstances, to help you successfully navigate the future, and avoid making costly mistakes in your strategy.
You will be invited to 2 formal meetings per year with Paddy, as well as several client-only events. Each year we help you achieve your most tax efficient incomes, optimise your pension & investment draw-down and portfolios, and ensure you are enjoying your hard-earned retirement incomes!
*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
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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