Helping business owners who want to sell, retire or make work optional in 5 – 10 years
Life’s not a rehearsal
When you’ve built up a successful business from scratch, it can be hard to let go. Your time as a business owner has been incredibly rewarding, but all good things must come to an end. You only have one chance to prepare for retirement which may include the sale of your business, so you want to make sure it counts and you are rewarded for your years of hard work.
Questions you may have…
How do I make smarter financial decisions?
To take back control of your time and make sound decisions, we must start by identifying your wants, needs and goals.
What’s the best way to make use of my business and personal cashflow?
Our team has access to the best tools, and we will establish the opportunities available to make your money work harder.
When is the right time to retire or sell my business?
It all comes down to how your business is performing and what you’d like to achieve on a personal level. We’ll help you to determine the next steps.
How much do I need to retire comfortably?
We help you to understand the amount you need to accumulate for you and your family to live comfortably once you’ve retired, or have sold your business.
How do I ensure I can provide for my family?
We’ll help you to develop a comprehensive financial plan which will ensure that your family is provided for financially, no matter what happens.
Will I be rewarded for my lifetime of work?
Your years of hard work won’t go to waste. We’re on the same side of the table as you and will always focus on your priorities.
We never miss a trick
As your trusted financial planner, we work alongside you to create a plan that reflects your goals. When tough decisions need to be made, we offer our expertise and guide you to make sound decisions and avoid mistakes along the way. We will simplify your finances, be your long-term partner and plan for a happy retirement.
We typically provide Financial Planning services as the first step in an ongoing advisory relationship, where we recommend products and solutions that will address your financial planning needs and arrange these on your behalf.
If we provide financial planning as a standalone service then you should know that:
Warning: The provision of this service does not require licensing, registration or authorisation by the Central Bank of Ireland, and is not covered by Central Bank rules or by a statutory compensation scheme.