Our holistic approach.
See the bigger picture - a complete household approach to financial planning with secure online access to every aspect of your finances.
Simplify. Organise. Optimise.
A simple and effective way to plan ahead for life's events and help you realise your life goals sooner than expected.
Life is dynamic, not static.
Financial planning is usually a one-off event. Ours is a continuing service, with a proactive check-in every 12 months, revising plans on an ongoing basis.
Finance life's opportunities.
Time is our most undervalued commodity. Make the most of yours by using the money you’ve worked so hard for to finance what really matters to you.
Be prepared for life's transitions.
Enjoy the peace of mind, and improved sense of wellbeing, that comes with knowing you’ve future-proofed your finances.
We're ready to help you
An Irish business, for over 15 years meeting the standard of advice required by leading companies. Impacting 40,000 households and €3.5bn of assets.
Latest case studies:
A service for individuals
AdvisorPro is a dynamic and unique way for individuals to simplify, organise and optimise their household’s financial future. This is not a one-off appointment. Following an initial in-depth review, AdvisorPro offers an ongoing proactive engagement, augmented with an in depth review every 12 months to monitor progress and adapt to life’s natural changes.
It is subscription-based and provides secure online access to your full financial picture. So you can test ‘what if’ scenarios in real-time, and then discuss them with your advisor.
An advantage for employers
AdvisorPro is a comprehensive and holistic financial planning service that helps your valued executives get real benefits from the money they work so hard for. Subscription-based, it offers proactive check-ins every 12 months to review and assess progress.
It is uniquely adaptable to life’s natural changes and can help people plan the financial element of their life goals, leading to improved peace of mind for your top team and their family. As businesses compete to recruit and keep senior executives, it can be a valuable incentive for you to offer your key people.
Meet the team
BA | MSc | QFA
Msc | CFA | QFA
B.Comm | FCA | CFA | QFA
FFCA | CFA | QFA