Financial Planning Made Simple
We understand—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.
financial planning services
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Business Owner
We will assist you in implementing a concrete financial plan to ensure you meet your financial goals & are adequately protected.
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Personal Financial Plan
We will assist you in implementing a concrete financial plan to ensure you meet your financial goals & are adequately protected.
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Retirement Plan
Start or review pensions, choose appropriate schemes, and receive expert guidance on investment strategies and tax benefits.
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Investment Plan
A straight-forward way to save every month to help with financial goals such as college education, buying a home or helping your children onto the property ladder.
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Protections
We develop protection plans that give you peace of mind, ensuring your business remains secure through any unexpected challenges.
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Mortgages
Explore our array of mortgage services, and let us steer you towards a successful and financially stable homeownership journey.
Get personal advice when you need it most
We Provide Expert Advice
To Global Professionals & Executives
Who we are
Founded by Niall O'Connor, our dynamic and ambitious team are unlike most financial service providers you’ll find in Ireland.
Our passionate and highly knowledgeable team come from multi-national financial institutions with years of experience; there isn’t a financial situation we haven’t seen and successfully solved.
Our holistic financial planning service is so much more than just selecting the right investments, we’ll look at every aspect of your current and future financial situation and set out a clear financial strategy to get you there, to give you the confidence that your financial goals are within reach.
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.
Browse through our Frequently Asked Questions below
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Done right, financial planning is a process that helps you answer the following questions:
1. Where you are financially today? We review your current financial situation.
2. Where you want to go? We find out what you want, your objectives and goals for the future.
3. How are we going to get there? The route map.
Everyone needs financial advice from time to time. Maybe you need help with your investments, retirement pot? Maybe you see retirement on the horizon and you want to know how you can afford it. Maybe retirement is here and you need to know how to make your money last. Maybe you are doing your own investing and you want to make sure you are doing the right thing. The list goes on and on.
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Anyone can say that he or she is a financial advisor. Find out what the qualifications, credentials and life experiences of your “planner” or “advisor” are before you pay them anything or entrust them with your finances. We offer a no-obligation, get acquainted meeting via phone or in person.
Financial Planning Matters is part of The Trusted Advisor Group and also are trusted partners of Zurich, Irish Life, Aviva, Standard Life, New Ireland, Royal London, Greenman Investments and Wealth Options.
Each member of our team is required to be a CERTIFIED FINANCIAL PLANNER™ professional— or be in the process of earning the designation. This means that the advisor has taken extensive training, adheres to a rigorous code of ethics and is registered with a state or the Securities Exchange Commission.
We adhere to the CFP® Board Code of Ethics and Practice Standards and also hold an MSc in Financial serviced from UCD.
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We provide advice for all types of financial planning needs.
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Before recommending any investment, we consider the current economic conditions, the outlook for a particular asset class or type of security, and how the investment fits within a client’s portfolio given his or her objectives and tolerance for risk. We strive to obtain the most appropriate investment vehicles to meet a client’s objectives while being very conscious of total expenses and risk exposure.
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Financial planning fees are determined on a project basis. The total fee will vary based on the specific needs and complexity of your situation. An estimate is provided after the “Get Acquainted” meeting when your personal needs are identified.
Trusted Partnerships
We work with some of the top Insurance and Financial Investment companies in Ireland:
