Personal Financial Planning Advice For Employees, Business Owners & Retirees
Financial Planning is the process of determining whether and how you can meet life goals through proper management of your financial resources. Will you have the money to do the things you want to do?
Understanding What's Important To You
Why is money important to you? Do you have clarity on where you are and where you are going financially? Time is our most valuable asset, money is fuel for the journey.
Our Process
Discovery
We start with getting to know you and your finances. Identifying and prioritizing your goals based on what matters most to you.
Financial Planning
Having built a picture of your current circumstances, we work collaboratively on organising and optimising your financial resources. We use
cash flow modelling software to paint a picture of what your financial future looks like using conservative assumptions.
Implementation & Review
Following agreement on recommendations, we proceed to implement the structures needed to achieve your goals. We conduct annual reviews of your plan and adjust as necessary to stay on track.
VANTAGE FINANCIAL PLANNING LIMITED IS REGULATED BY THE CENTRAL BANK OF IRELAND. REGISTERED IN IRELAND, COMPANY REGISTRATION NUMBER 672038. REGISTERED ADDRESS, UNIT 3, 14 RANSFORD, SANDFORD AVENUE, DUBLIN 4, D04WY16.
