Financial Services
Integrated planning and investment management designed around your unique situation and goals.
Financial Planning
Our "Personal Financial Advisor" service integrates financial planning and retirement planning into one coherent strategy. We guide you in determining the best steps to save, protect your assets and income, and build toward sustainable retirement.
Common questions we help you answer:
- Am I optimising my tax situation?
- Do I have enough money to retire?
- What is my best strategy to pay for college?
- Do I need protection against a loss in income?
- How do I maximise my retirement income?
Investment Management
Our investment goal is to generate a personalised rate of return that moves you steadily towards your stated objectives. As you move through life's stages your needs, priorities, and the economic environment will change — and so must your investment strategy.
Our risk-management process embraces uncertainty. We assess changes in economic and market conditions alongside your personal situation to determine if modifications to your investment plan are necessary.
Insurance Planning
Insurance is essential to any comprehensive financial plan. If death, disability or critical illness strike, insurance can protect you and your family from financial hardship. Some life insurance policies also provide tax-advantaged savings.
Our advisors can recommend a variety of reputable insurance products — whether you're single or a family, a professional or a business owner, we can design a custom plan for you.
Life Insurance may provide:
- Funds for your loved ones when most needed
- Death benefits that are almost always non-taxable
- An alternative to probate costs
- Tax-advantaged savings vehicles
Transparent Costs
All costs are explained and approved by you before any work begins. We offer three ways to work with us:
Project Basis
Most financial plans range between €1,500 for straightforward situations to €5,000 for comprehensive projects. Complex projects receive a customised estimate.
Assets Under Management
A monthly fee from 1.25% per year for accounts under €500k, reducing to 0.75% for accounts between €1M–€3M. Fees above €3M are negotiable.
Monthly Advisory Fee
An agreed monthly coaching fee billed directly to you — ideal for clients who prefer a retainer relationship with ongoing access to your advisor.
Not sure which service fits?
Tell us about your situation and we'll recommend the right starting point.
Talk to an Advisor