Long Term Success
Please do get in touch with us if anything here is not crystal clear, or if you would like to explore us working together.
Initial Conversations – Your Priorities
We will have at least one in-depth conversation to explore your priorities, and what you are trying to achieve. We discuss and agree the results you want in your financial life, tax planning, investments and retirement plans. There is zero obligation on either of us to proceed but if we are a good fit we can decide to move on to Step 2. If not we will part as friends at no cost to you or us.arrange a consultation
Your MasterPlan – Our Expertise
Using our expertise and specialist team we create your Informed Decisions MasterPlan™. This clear and expert analysis and strategy will give you total clarity and confidence on your financial decisions.
Using our expertise we help you answer valuable questions like;
When can I afford to retire, and what should I be doing differently?
Am I overpaying taxes, and how can I reduce that?
Can my portfolio be improved, performance, security or fees?
Can I eliminate, or at least reduce threats to a successful retirement?
While there is zero pressure to do so (we’re thankfully quite busy!), 8 in 10 MasterPlan clients decide to move their investment and retirement plans to us. They move to MasterPlan Maintain to get better service, performance or fees.
Where we have agreed to move their structures to us following the MasterPlan™, it’s our job to put them in place for you and manage the process through. You can relax in the knowledge that your plan is in safe hands. The cost of this implementation is included in the all-inclusive MasterPlan™ fee of €3,950 (often treated as a business expense by clients)find out more
MasterPlan Maintain – Your Long Term Success
Our personal and financial lives have a habit of changing frequently, so let’s not put the new plans in place and never look at them again!
You will benefit from proactive communications and planning meetings with Paddy. His focus is helping you have clarity on your financial life, and confidence in your plans.
Paddy will be your dedicated advisor. He will support and challenge you to make proactive decisions so that you may achieve the outcomes you deserve.
Paddy & expert team as your dedicated on-going support and guide
Your pension and investments invested in smart and cost-effective index portfolios that have stood the test of time
Prudent & secure Self-Administered Pensions, ARFs & Investment Accounts
On-Going guidance and technical expertise on your wealth accumulation and pension income draw-down – with tax planning at front of mind
Ultimately we will help you achieve your desired results and avoid costly mistakes, while removing hassle, admin and time-wasting for you.
Best suited to clients who have pension/investment assets with us of €500k+. Total annual fee range from 0.8% to 1.5% max to include all annual fund portfolio, platform, trading and trustee services, and the Informed Decisions Advisory fee.
Uniquely we offer an advisory fee cap where clients assets exceed €1.4m.Find out more