You
Move forward with confidence
If you’re a business owner over the age of 45 and you’re hoping to retire or step away from the day to day in the next five to ten years, it’s very likely that you will need a financial planner to help you through the process and head into retirement.
The key to a stress-free retirement is to plan ahead. With our bespoke advice, you and your family will be rewarded for your lifetime of hard work.
How we can help you
Plan for retirement
Make work optional and gain the freedom of knowing when you can give up work for good.
Provide for your family
Implement sensible financial decisions that will allow you to create the future you want for yourself and your family.
Invest wisely
Invest in a broad portfolio of globally diversified shares and stick with this strategy for the long term.
Planning for financial success
It’s so important for us to take the time to get to know you very well so that we gain a deep understanding of your situation. Our 5-stage process ensures this happens and that nothing is left behind.
Our experienced team are committed to understanding your needs at every stage in the process and will always have your goals in mind.
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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.