
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 news and views:
Reconcile your family finances with the life you want to live
Our family life was starting to feel like a tight-rope act. It was never the intention to make sacrifices with our quality of life for the sake of money but like everyone else the last decade had made us over-cautious about saving for the future. Trying to get a... read moreTaking control puts your financial future on a firmer footing
If someone told me how much time it would take to consider an employer offer to take control of my own pension, I wouldn’t believe them. As I never had the chance to look forward and consider how our finances were supposed to pan out for us as a family, I really... read moreA 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
Edward O’Hanlon
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BA | MSc | QFA
Rebekah Brady
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Msc | CFA | QFA
Damian Cooper
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B.Comm | FCA | CFA | QFA
John Tuohy
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FFCA | CFA | QFA