Our focus is to ensure your peace of mind and to assist in prioritising and achieving your financial goals.
Lifestyle Financial Planning
Working with you and your other advisers to create clarity on your finances now and into the future and to determine whether you are on track to achieve goals that are important to you:
Core Services
Lifestyle Financial Planning provides many tangible benefits. It allows us to put the foundations in place for our clients and to provide them with clear and unbiased advice in all of the following areas:
Lifestyle Financial Planning combines advanced financial planning tools with experience and knowledge of Family & Business Protection, Day-to-Day Finances, Budgeting, Investments, Education Savings, Retirement Planning and Estate Planning & Wealth Transfer to deliver a plan that is tailored to your needs.
Latest News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
7 Important Questions a Financial Plan Can Help You Answer
Key Points: Financial Planning is for those starting out as well as more seasoned / wealthy investors. A financial plan answers real questions to help you make better day-to-day decisions and reach financial goals and
Changes coming into effect under The Finance Act 2021
The Finance Act 2021 was signed into law on 22 December 2021 and included some important updates for clients who have an AMRF and / or a Vested PRSA. As these changes have a far-reaching
Retirement Expenses that may Surprise you
When you’re living off your savings, unexpected expenses can undo years of diligent planning. Withdrawing an extra €5,000 for household repairs might not seem like much in the grand scheme of things, but it can
Latest Financial News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
7 Important Questions a Financial Plan Can Help You Answer
Key Points: Financial Planning is for those starting out as well as more seasoned / wealthy investors. A financial plan answers real questions to help you make better day-to-day decisions and reach financial goals and
Changes coming into effect under The Finance Act 2021
The Finance Act 2021 was signed into law on 22 December 2021 and included some important updates for clients who have an AMRF and / or a Vested PRSA. As these changes have a far-reaching
Retirement Expenses that may Surprise you
When you’re living off your savings, unexpected expenses can undo years of diligent planning. Withdrawing an extra €5,000 for household repairs might not seem like much in the grand scheme of things, but it can
