Financial Planning Made Simple

We get it. You’re juggling career changes, family plans, dreams of retirement, and even a holiday next year. Let Financial Planning Matters help you achieve it all by getting your finances in order, so you can do more and stress less.

Plan My Financial Future

Your Trust, Our Expertise.

Founded by Niall O’Connor, our ambitious and expert team offers a fresh approach to financial planning in Ireland. With years of experience in multinational financial institutions, we’ve tackled and solved a wide range of financial challenges.

Each member of our expert team has a genuine passion for helping others and we pride ourselves on an individual 1:1 service offering. Whether you’re seeking general financial advice, retirement planning, or assistance with a life event, challenge or specific goal like a Children’s Education Fund, we’ve got you covered.

We Empower Your Financial Decisions, with a Solid Foundation

At our core, we’re committed to empowering you to make confident financial decisions. With expert insights and a reliable foundation of knowledge, we help you navigate your financial journey with clarity and security, ensuring you’re equipped to achieve your goals.

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Complete Financial Planning to Help You Achieve Your Life and Financial Goals

Helping You Navigate Life’s Milestones

Life is full of big moments—some planned, some unexpected. Whatever comes your way, we’re here to help you make the right financial choices so you can move forward with confidence.

Starting a Family

Welcoming a new addition to your family is one of life’s greatest joys, but it also brings new financial responsibilities. From managing maternity leave and childcare costs to planning for education and securing your family’s future, having a solid financial plan in place is key. We help new and growing families navigate everything from life insurance and savings plans to budgeting for a changing household.

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Approaching Retirement

Retirement should be a time to enjoy life, not worry about finances. Whether you’re five or fifteen years away from retiring, we’ll help you create a clear plan to maximise your pension, manage investments, and ensure financial security for your golden years. From pension drawdowns to tax efficiency and estate planning, we’ll guide you through every step.

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Business Exit Strategy

Selling or stepping away from a business requires careful planning to ensure you maximise value while securing your personal financial future. Whether you’re considering a sale, passing your business to family, or gradually stepping back, we help business owners structure their exit for financial efficiency, tax optimisation, and long-term wealth security.

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Redundancy & Career Change

A career shift, whether planned or unexpected, can be daunting. But with the right financial strategy, it can also be an opportunity. If you’ve been made redundant or are considering a career change, we help you make the most of redundancy packages, manage savings during transitions, and plan for your next steps without financial stress.

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Divorce & Separation

Divorce and separation bring emotional and financial complexities. From splitting assets and managing joint debts to securing financial independence and adjusting long-term plans, the right financial advice can make a difficult process easier. We work with individuals to ensure they emerge from separation with financial stability and clarity for the future.

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Inheritance & Sudden Wealth

Coming into an inheritance or unexpected wealth can be life-changing, but managing it wisely is essential to preserving long-term financial security. Whether you need to plan for tax efficiency, invest wisely, or structure funds for future generations, we help you make informed decisions that protect and grow your wealth.

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