Advice
Strategic Financial Planning Advice for Business Owners
Turn Business Success into Personal Wealth
You’ve invested in building a successful business, now it’s time to strengthen your personal financial future. We help entrepreneurs shift from reactive decisions to a strategic wealth building mindset, offering expert, regulated advice that connects professional success with long-term financial security.
Advice
Strategic Financial Planning Advice for Business Owners
Turn Business Success into Personal Wealth
You’ve invested in building a successful business, now it’s time to strengthen your personal financial future. We help entrepreneurs shift from reactive decisions to a strategic wealth building mindset, offering expert, regulated advice that connects professional success with long-term financial security.
Advice
Strategic Financial Planning Advice for Business Owners
Turn Business Success into Personal Wealth
You’ve invested in building a successful business, now it’s time to strengthen your personal financial future. We help entrepreneurs shift from reactive decisions to a strategic wealth building mindset, offering expert, regulated advice that connects professional success with long-term financial security.
“From business builder to
wealth builder.”
“From business builder to
wealth builder.”
“From business builder to
wealth builder.”
What We Offer
What We Offer
What We Offer
What We Offer
Comprehensive Financial Plans
We start by gaining a clear understanding of you, your goals, income, spending and values. From there, we develop a cohesive financial plan that aligns your life and business.
Our process helps you answer the essential questions:
Where are you now?
Where do you want to go?
How can your money get you there?
Our Services
Lifestyle financial planning
Comprehensive fact-finding
Cashflow modelling
Financial protection and insurance
Pension & investment strategies
Retirement planning
Estate and inheritance planning
Business and tax structuring
Exit and succession planning
Rate: €2,500 + VAT
Comprehensive Financial Plans
We start by gaining a clear understanding of you, your goals, income, spending and values. From there, we develop a cohesive financial plan that aligns your life and business.
Our process helps you answer the essential questions:
Where are you now?
Where do you want to go?
How can your money get you there?
Our Services
Lifestyle financial planning
Comprehensive fact-finding
Cashflow modelling
Financial protection and insurance
Pension & investment strategies
Retirement planning
Estate and inheritance planning
Business and tax structuring
Exit and succession planning
Rate: €2,500 + VAT
Comprehensive Financial Plans
We start by gaining a clear understanding of you, your goals, income, spending and values. From there, we develop a cohesive financial plan that aligns your life and business.
Our process helps you answer the essential questions:
Where are you now?
Where do you want to go?
How can your money get you there?
Our Services
Lifestyle financial planning
Comprehensive fact-finding
Cashflow modelling
Financial protection and insurance
Pension & investment strategies
Retirement planning
Estate and inheritance planning
Business and tax structuring
Exit and succession planning
Rate: €2,500 + VAT
Comprehensive Financial Plans
We start by gaining a clear understanding of you, your goals, income, spending and values. From there, we develop a cohesive financial plan that aligns your life and business.
Our process helps you answer the essential questions:
Where are you now?
Where do you want to go?
How can your money get you there?
Our Services
Lifestyle financial planning
Comprehensive fact-finding
Cashflow modelling
Financial protection and insurance
Pension & investment strategies
Retirement planning
Estate and inheritance planning
Business and tax structuring
Exit and succession planning
Rate: €2,500 + VAT
Ad hoc Financial Advice
Expert guidance, when you need it. Have a specific question or decision to make? Our ad hoc advice service offers focused, onetime support, no ongoing commitment required.
What We Offer:
Hourly, unbiased guidance tailored to your needs
Strategic product reviews and recommendations
Independent second opinion on financial decision
Rate: €150/hour + VAT. You set the agenda we bring the clarity.
Ad hoc Financial Advice
Expert guidance, when you need it. Have a specific question or decision to make? Our ad hoc advice service offers focused, onetime support, no ongoing commitment required.
What We Offer:
Hourly, unbiased guidance tailored to your needs
Strategic product reviews and recommendations
Independent second opinion on financial decision
Rate: €150/hour + VAT. You set the agenda we bring the clarity.
Ad hoc Financial Advice
Expert guidance, when you need it. Have a specific question or decision to make? Our ad hoc advice service offers focused, onetime support, no ongoing commitment required.
What We Offer:
Hourly, unbiased guidance tailored to your needs
Strategic product reviews and recommendations
Independent second opinion on financial decision
Rate: €150/hour + VAT. You set the agenda we bring the clarity.
Ad hoc Financial Advice
Expert guidance, when you need it. Have a specific question or decision to make? Our ad hoc advice service offers focused, onetime support, no ongoing commitment required.
What We Offer:
Hourly, unbiased guidance tailored to your needs
Strategic product reviews and recommendations
Independent second opinion on financial decision
Rate: €150/hour + VAT. You set the agenda we bring the clarity.
Financial Product Recommendations
We search the open market to recommend the most suitable financial products for your needs. By negotiating directly with a wide range of trusted providers, we aim to secure the best value for you.
Goal Driven Reccomendations
Objective Advice
Transparent Fee &/or Commission Pricing
Personal Financial Products
Financial insurance:
Mortgage protection
Income protection
Serious illness cover
Life insurance
Section 72
Section 73
Pensions:
Personal retirement savings accounts (PRSA’s)
Personal pensions
Personal retirement bond/buy out bonds
Approved retirement funds
Annuities
Investments:
Children’s savings and investment plans
Investment bond (Exit tax)
Investment portfolio (CGT)
Business Financial Products
Financial insurance:
Executive income protection
Executive pension term assurance
Key person cover
Company Co-Directors insurance
Group income protection
Group life insurance
Pension:
Executive pension
Group pensions
Financial Product Recommendations
We search the open market to recommend the most suitable financial products for your needs. By negotiating directly with a wide range of trusted providers, we aim to secure the best value for you.
Goal Driven Reccomendations
Objective Advice
Transparent Fee &/or Commission Pricing
Personal Financial Products
Financial insurance:
Mortgage protection
Income protection
Serious illness cover
Life insurance
Section 72
Section 73
Pensions:
Personal retirement savings accounts (PRSA’s)
Personal pensions
Personal retirement bond/buy out bonds
Approved retirement funds
Annuities
Investments:
Children’s savings and investment plans
Investment bond (Exit tax)
Investment portfolio (CGT)
Business Financial Products
Financial insurance:
Executive income protection
Executive pension term assurance
Key person cover
Company Co-Directors insurance
Group income protection
Group life insurance
Pension:
Executive pension
Group pensions
Financial Product Recommendations
We search the open market to recommend the most suitable financial products for your needs. By negotiating directly with a wide range of trusted providers, we aim to secure the best value for you.
Goal Driven Reccomendations
Objective Advice
Transparent Fee &/or Commission Pricing
Personal Financial Products
Financial insurance:
Mortgage protection
Income protection
Serious illness cover
Life insurance
Section 72
Section 73
Pensions:
Personal retirement savings accounts (PRSA’s)
Personal pensions
Personal retirement bond/buy out bonds
Approved retirement funds
Annuities
Investments:
Children’s savings and investment plans
Investment bond (Exit tax)
Investment portfolio (CGT)
Business Financial Products
Financial insurance:
Executive income protection
Executive pension term assurance
Key person cover
Company Co-Directors insurance
Group income protection
Group life insurance
Pension:
Executive pension
Group pensions
Financial Product Recommendations
We search the open market to recommend the most suitable financial products for your needs. By negotiating directly with a wide range of trusted providers, we aim to secure the best value for you.
Goal Driven Reccomendations
Objective Advice
Transparent Fee &/or Commission Pricing
Personal Financial Products
Financial insurance:
Mortgage protection
Income protection
Serious illness cover
Life insurance
Section 72
Section 73
Pensions:
Personal retirement savings accounts (PRSA’s)
Personal pensions
Personal retirement bond/buy out bonds
Approved retirement funds
Annuities
Investments:
Children’s savings and investment plans
Investment bond (Exit tax)
Investment portfolio (CGT)
Business Financial Products
Financial insurance:
Executive income protection
Executive pension term assurance
Key person cover
Company Co-Directors insurance
Group income protection
Group life insurance
Pension:
Executive pension
Group pensions
Tailored advice. Market-wide access. Your best interest at heart.
Tailored advice. Market-wide access. Your best interest at heart.
Tailored advice. Market-wide access. Your best interest at heart.
Tailored advice. Market-wide access. Your best interest at heart.
We help you become financially independent of your business—
not dependent on it.”
We help you become financially independent of your business—
not dependent on it.”
We help you become financially independent of your business—
not dependent on it.”
We help you become financially independent of your business—
not dependent on it.”
Who’s It For?
Business owners navigating financial complexity
Professionals preparing for their next chapter
Anyone looking to turn income into long-term wealth
Who’s It For?
Business owners navigating financial complexity
Professionals preparing for their next chapter
Anyone looking to turn income into long-term wealth
Who’s It For?
Business owners navigating financial complexity
Professionals preparing for their next chapter
Anyone looking to turn income into long-term wealth
Who’s It For?
Business owners navigating financial complexity
Professionals preparing for their next chapter
Anyone looking to turn income into long-term wealth
Book a Discovery Call
Book a Discovery Call
Book a Discovery Call
Book a Discovery Call
Why We’re Different
Whether you're a business owner preparing for a future exit, a professional needing a second opinion, or someone just looking for a sounding board, our advice is grounded in objectivity and structured to suit your needs ad hoc or ongoing. We lead with a fee-first, client-first approach, offering transparent pricing whether hourly, fixed-fee, or hybrid with any commissions fully disclosed and aligned to the level of business and value delivered. Life and business are dynamic, so the true value lies in ongoing implementation of your financial plan not just a once-off strategy.
You deserve advice that puts your interests first, no pressure, no hidden agenda.
We’re upfront about costs, realistic about outcomes, and here for the long haul.
If life changes, your plan might too and we help you with those course corrections.
Why We’re Different
Whether you're a business owner preparing for a future exit, a professional needing a second opinion, or someone just looking for a sounding board, our advice is grounded in objectivity and structured to suit your needs ad hoc or ongoing. We lead with a fee-first, client-first approach, offering transparent pricing whether hourly, fixed-fee, or hybrid with any commissions fully disclosed and aligned to the level of business and value delivered. Life and business are dynamic, so the true value lies in ongoing implementation of your financial plan not just a once-off strategy.
You deserve advice that puts your interests first, no pressure, no hidden agenda.
We’re upfront about costs, realistic about outcomes, and here for the long haul.
If life changes, your plan might too and we help you with those course corrections.
Why We’re Different
Whether you're a business owner preparing for a future exit, a professional needing a second opinion, or someone just looking for a sounding board, our advice is grounded in objectivity and structured to suit your needs ad hoc or ongoing. We lead with a fee-first, client-first approach, offering transparent pricing whether hourly, fixed-fee, or hybrid with any commissions fully disclosed and aligned to the level of business and value delivered. Life and business are dynamic, so the true value lies in ongoing implementation of your financial plan not just a once-off strategy.
You deserve advice that puts your interests first, no pressure, no hidden agenda.
We’re upfront about costs, realistic about outcomes, and here for the long haul.
If life changes, your plan might too and we help you with those course corrections.
Why We’re Different
Whether you're a business owner preparing for a future exit, a professional needing a second opinion, or someone just looking for a sounding board, our advice is grounded in objectivity and structured to suit your needs ad hoc or ongoing. We lead with a fee-first, client-first approach, offering transparent pricing whether hourly, fixed-fee, or hybrid with any commissions fully disclosed and aligned to the level of business and value delivered. Life and business are dynamic, so the true value lies in ongoing implementation of your financial plan not just a once-off strategy.
You deserve advice that puts your interests first, no pressure, no hidden agenda.
We’re upfront about costs, realistic about outcomes, and here for the long haul.
If life changes, your plan might too and we help you with those course corrections.
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