What can I achieve with my money?

This is the question we’re answering for our clients.

We advise individuals and business owners how to plan for the future. You will receive personalised retirement planning advice which results in your very own ‘Master Retirement Plan’. Our aim is to help you and your family, and to protect your financial future through personalised retirement planning.

If you think we can help you we would love to hear from you.

Financial planners in Cork Ireland for pension and invetsment planning

Reach Your Financial Goals

Our certified financial advisers specialise in multiple areas, helping your reach your goals.
Select an option to find out how we can help you.

Business protection and financial planning for Entrepreneurs

For Entrepreneurs

How can we help you protect your business and personal wealth?

Retirement advice and planning in Cork, Ireland


For Retirement

Live your golden years to the fullest without the financial worries

Contractor financial advice and consultant financial advice in Ireland


For Professionals

We can help you minimise your tax burden while protecting your income

So here’s what your pension looks like when retire. The next step is turning it into an income.

    There are two ways you can do this;
  • You can exchange your savings for a guaranteed income that will be paid out for the rest of your days – it’s predictable and steady. Essentially you buy yourself a pay cheque.
  • The other route is to reinvest your savings in funds with the intention of living off the investment and any potential return it makes. Your investment could fluctuate in value so your income could go up or down and you will have to plan carefully so that your savings last as long as you need them to.

There is no right answer as to which option is better just which one is better for you. It may depend on how much your pension is worth when you retire; whether you want to pass on your investment to the people you care about; the level of income you want and how much risk you are open to.

Whether this is a choice you will be making in three months or thirty years, you will need to get some professional advice.

So, talk to a trusted financial broker or advisor and choose the right retirement for you.

Get in touch

Have a Query? Let’s start the conversation.

Free Initial Consultation

We provide an initial consultation free of charge – no strings attached.

Impartial Financial Planning Advice

We are impartial and 100% client-focused.

We Focus on Your Best Interests

We offer a range of financial planning services to cater for your financial queries – whatever they may be, little or large.

Locally based in Cork

We’re based locally so you receive specialist financial advice from local Certified Finanical Planners, (CFP).

Book Your Free Consultation Today

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