How do you guarantee the results you talk about?
As a pro-active company we guarantee service delivery, meaning that if you engage one of our Financial Consultants you can expect to be contacted within 24 hours, no exceptions. You can expect a professional standard of service which puts you the customer at the heart of everything we do. You can expect loyalty as we will work in your best interests, enabling you to thrive. We so not believe in jargon but clear, concise communication that is honest and fair. Go for it!
What are the Backgrounds of your Consultants?
Our Financial Consultants are fully qualified and possess the expertise to provide sound advice using our holistic approach. Essentially this means that we take your whole financial situation into account when constructing a financial plan.
How Many of your Customers reach their Goals?
We do not sell products to clients, instead we strive to answer questions that really matter to them such as:
- If I start saving now how much will I need to retire?
- Could I gift my kids a deposit for a house?
- In order to achieve my goals do I need to take on additional risk?
- Is it advisable to convert from a Sole Trader to Ltd Company and what are the tax implications?
- I have worked abroad, can I transfer my pension to Ireland?
- How do I extract wealth from my company in a tax efficient manner?
Why should I work with you?
Our motto is GO FOR IT! This means that we do not wait for things to happen. We work together with our customers to engineer financial plans that are actively monitored every six months, adopting a pro-active agile approach.