Fees
Fair, transparent fees
We are committed to transparency across all areas, and this includes the way we structure and disclose our fees. At the start of our relationship together, during the Discovery Meeting, we will set out exactly what we charge so there are no hidden surprises. Ultimately, you are paying for our insight and expertise as not only financial planners but business owners ourselves.
Our services include the following
A financial plan that helps you take control of your future and puts you and your family first
Advice on how to build personal wealth from your business and maximise the use of your personal income
A professional investment management service to ensure you meet your long-term goals
Help with estate planning so you have the financial freedom to look back and know you made the right decisions
Business sale planning in conjunction with your other professional advisers.
A lifelong alliance
We want to cement a long-term, trusted relationship with you, which means our service continues even after implementation. We schedule future planning meetings once a year so we can catch up with where you are and check that your plans are still in line with your goals. We continue to work with you in retirement to ensure that your finances are managed in a way that allows you to do the things that are most important to you.
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How to Build, Scale and Sustain a Family Business
Wednesday 15 April 10 am
Many business owners start with a single idea, a small team and a lot of hard work.
But how do you grow that business over decades…expand into multiple ventures…and still sustain a strong family culture along the way?
Join us for this free, practical webinar, where we’ll be joined by Michael O’Hehir, co-founder of O’Hehirs Bakery, for a live conversation about the realities of building and scaling a family business.
Since opening a single bakery in Sligo in 1984, Michael and his family have expanded into multiple businesses while maintaining strong links to their community.
What we’ll discuss?
In this 45-minute session, Michael will share practical insights on:
- How he plans and sets targets across multiple businesses
- The realities of working in a family business — roles, responsibility and succession
- Balancing business, family, sport and life
- Lessons learned from four decades in business — including what he would do differently
Who should attend?
This session will be particularly relevant for business owners involved in:
- Family businesses
- Manufacturing
- Retail & FMCG
- Hotels & hospitality
- Cafés and food businesses
When?
The webinar will take place at 10:00 am on Wednesday 15 April.
It’ll last for 45 minutes, including time to ensure we answer everyone’s questions.