Helping You Make Smart Decisions
People with financial plans experience better financial outcomes - Vanguard estimates the benefit an advisor adds (Advisor Alpha) is circa 3% per annum. We work with you to design a plan tailored to your needs.
Financial planning is an intangible and often misunderstood concept.
The words "financial plan" can have very different meanings to different people. In our view, financial planning is ensuring that you are on the right path toward achieving your specific goals in life. However, this path is rarely a straight one. Life can be unpredictable and it can be reassuring to have a trusted adviser to help clarify the trade-offs that we all encounter in our lives. A trusted adviser should offer guidance, accountability and reassurance that everything that can be done is in fact being done to keep you on track to achieve your goals.
We believe that everyone is different with individual needs. As such, we tailor our advice to these needs. We do, however, follow a general process to ensure we deliver a structured and consistent service.
Initially, we look to arrange a no-cost, no-obligation meeting in our offices in Rathgar, Dublin or over Zoom. At this meeting, we will discuss your existing circumstances and your future plans and explain the services we offer.
Thereafter, the process has three main attributes:
Building a plan to help you achieve your goals.
Implementation of the priority actions from the plan.
Monitoring & reviewing your plan to keep you on track.