Financial Planning Made Simple

Our Services

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Initial Consultation

Book an Initial Consultation with Financial Planning Matters to start your journey towards financial security. In this no-obligation session, our expert advisors will take the time to understand your unique financial situation, goals, and concerns. We'll provide clear, personalised advice and outline a tailored strategy to help you achieve your objectives—whether it's building wealth, planning for retirement, or securing your family's future. Let us help you make informed, confident decisions about your financial future

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Comprehensive Financial Planning

Our Comprehensive Financial Planning service is designed to give you complete control and clarity over your financial future. We take a holistic approach, analysing every aspect of your financial life—from savings and investments to pensions and tax strategies. By tailoring our advice to your unique circumstances and goals, we’ll create a clear roadmap that guides you through each stage of life, helping you make confident financial decisions and ensuring long-term success for you and your family.

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Retirement Planning

Our Retirement Planning service is dedicated to helping you build a secure and comfortable future. We work with you to develop a tailored strategy that maximises your pension, optimises your savings, and ensures you can retire on your terms. Whether you’re just starting to plan or nearing retirement, our expert advisors will guide you through every step, ensuring your financial future is not only secure but aligned with the lifestyle you envision. Let us help you retire with confidence and peace of mind.

Who are we?

Founded by Niall O’Connor, Financial Planning Matters is a dynamic and ambitious team, unlike most financial service providers in Ireland. We are fully independent and authorised by the Central Bank of Ireland, allowing us to offer unbiased advice tailored to your unique needs. Our personable, approachable team is committed to building lasting relationships while delivering expert financial solutions.

With experience from leading multinational financial institutions, there’s no financial situation we haven’t successfully navigated. We specialise in holistic financial planning, including intergenerational strategies, ensuring your financial goals are achievable and sustainable for the long term.

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Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!