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ABOUT US

Customer First Ethos

Without satisfied customers, we will not be successful. We work predominantly on referral appointments only. You are the key to our growth.

Strong Partnerships

We have strategically partnered with key trusted providers to make sure you are always in good hands.

Directors: Jonathan McDonnell and Fergus Murphy

Specialists in personal financial planning

Financial Planning

Financial Planning is the process of developing strategies to help people manage their financial needs in order to meet their life goals. Work with us in partnership to achieve your life goals.

Family Life Cover

Are you worried that you do not have enough specified illness or life cover in place? We can assess your needs provide the cover you need either online or over the phone.

Retirement Planning

The earlier you start saving, the longer your pension pot will have to grow in value. That leaves you time to focus on what matters to you now. We can help you to build the income you need, to live the lifestyle you want in retirement.

Savings Builder

Whether you want to save for a rainy day, for your children's education or for retirement, we can put the best plan in place to suit you.

Our advisors are nationwide. We are available to meet face to face, we can meet via web chat (Zoom/MS Teams) or speak with you over the phone. However you wish to discuss your finances with us, we will be there to assist you, your business and your family.

Working With Us

First we have a discovery session with you. Either face to face, via web chat or with our online questionnaire.

Then we research the most suitable financial steps you can take and produce a report showing you our recommendations.

Finally we can implement the strategy you feel most comfortable with and work together as partners through your life.

Discovery 25%
Research 50%
Reporting 75%
Implementation 100%

Where do you need advice?

To get a quote for life assurance or specified illness cover, just fill in your details and we will be in touch.

Set up a new pension plan and retire with the lifestyle that you want.

Education in Ireland is supposed to be free, but each year back-to-school costs are rising for families. The cost of putting just one child through school can easily run into tens of thousands of euro. We can help you set up a plan to assist you with these savings goals.

Where would you be without your most valuable asset? Enquire today about an income protection plan to suit you.

Make an Enquiry