While we would love to help everyone personally, we very intentionally limit the number of clients we serve so that each client gets the personalised attention they need. Hopefully the below will help you assess if we are a good fit to have an Initial Call.
You’ve worked hard throughout your life, and you deserve to enjoy your retirement free of financial worry. But it can be a daunting thing to plan and navigate; ’What will I do?’ ‘Do I have enough to last?’ ‘Will I be OK?’
If you are retired or within a few years of doing so, we’ll personally build your MasterPlan™ and help you retire successfully. We’ll support your decision-making so that you won’t outlive your money, and that you’ll always have enough to support your lifestyle and your priorities.
Thanks to a lifetime of diligent saving and sensible spending, people we work with have accumulated retirement nest eggs of €1m or more, and are prudently protecting and growing those savings in cost-efficient, globally diversified, and secure index portfolios under our counsel
Clients who chose us are often dubious of traditional advice practices. They instead want truly independent counsel. They also believe the success of their financial life is too important to be navigating it themselves, and they often don’t have the time!
We have intentionally limited the number of clients we serve so each client gets the personalized attention they deserve. Like any personal relationship, it works best when there is mutual liking, trust and respect between us.
If this sounds like you, and you have saved at least €1m towards your retirement, we would love to speak with you. Get in touch today.
*If you feel you are not a fit for the criteria above, we suggest that you visit Central Bank of Ireland register here to find a Financial Planner near you.
If you have saved at least €1m towards your retirement, we would love to speak with you. Get in touch today.
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