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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As you can see, our clients believe in our work and have taken the time to leave feedback. Here are just a handful of our recent reviews – we’re delighted to positively impact the lives of others.
Get in touch
Mastering Tax Efficiency in 2025: The Top 3 Strategies Every Business Owner and Professional Must Know
Wednesday 5 November. 10 am
Could your business and personal finances be structured more tax-efficiently?
Join us for this practical 30-minute webinar where we’ll reveal three powerful, up-to-date strategies that could help business owners and professionals across Ireland keep more of what they earn in 2025.
Jointly hosted by Enda Brady CFP® Director and Co-Founder of iQ Financial, and Mairead Hennessy, Chartered Tax Advisor and Founder of taxkey Tax Consultants.
What will you learn?
- Share buybacks: How they can release company value efficiently
- Holding companies: When and why to use one for long-term tax and wealth planning
- A little-known tax planning strategy: One that most business owners haven’t even heard of yet — and could make a big difference.
Who should attend?
- Business owners planning for growth, succession, or exit
- Professionals who want to structure income and assets more efficiently
- Anyone serious about improving their after-tax wealth in 2025 and beyond.
When?
The webinar will take place at 10:00 am on Wednesday 5 November.
It’ll last for 30 minutes, including time to ensure we answer everyone’s questions.