We are a lifestyle financial planning firm first and foremost, focused on client outcomes. This means our primary focus is ensuring you are prepared for the future while living for today. We strive for a harmonious balance between today and tomorrow. Below are some of the financial planning solutions that may be applicable to you.
Financial Organisation
We start at the beginning. Understanding what you own, what you owe, what you earn and what you spend are the financial foundations on which we start to build your plan.
Goal Setting
Having a series of small, medium and long term, personal, professional and financial goals provides clarity and focus while keeping you engaged.
Aim small, miss small.
Behavioral Coaching
We aim to help you avoid expensive money mistakes. This is achieved through educating, coaching and advising you on future financial decisions through all life stages and investment cycles.
Financial Independence
Are you financially dependent on your job? Saving for tomorrow, today, can set you on a course to being financially independent and choosing whether to work or not.
Retirement Planning
We seek to assist those transitioning into retirement, to make sense of their financial resources with a lifestyle spending plan.
Estate Planning
Estate planning is the tax efficient transfer of assets over and above your own future needs to family, friends and causes closest to your heart. Giving can feel great.
Financial Insurance
Protecting you and your families financial future against injury, illness or death. Mortgage protection, serious illness cover, income protection and term insurance are some of the solutions available.
Pension
Income tax is typically one of your biggest lifetime expenses. A pension is a very tax efficient method of controlling your expenses while building wealth for your financial future. It is an ideal vehicle to start making your money work hard for you.
Investments
Why invest? Inflation (The gradual increase in the price of goods and services over time) is the gradual erosion of your purchasing power into the future. At a minimum we invest to maintain the purchasing power of your money into the future using conservative historical assumptions.
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.
