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.
Read our reviews
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.