Make Your Money Work Smarter
Whether you’re looking to build, invest, or grow, we’ll guide you towards smarter financial decisions that help your money work harder for you. With the right investment strategy, you can reach your financial goals faster while protecting your wealth from inflation.
Lump Sum Investment Bonds – Make Your Money Work for You
If you have savings sitting in the bank earning little to no interest, you might be wondering—is there a better way to grow my money?
A Lump Sum Investment Bond could be the answer. Whether it’s an inheritance, work bonus, or savings you’ve built up over time, investing wisely can protect your money from inflation and offer greater long-term growth potential.
Minimum investment: €5,000
Recommended investment term: Five years or longer
Investment options: A diverse range of funds tailored to your risk profile
Flexibility: The ability to switch and reallocate investments as needed
With full transparency and access, you can track the value of your investment bond anytime, ensuring you stay in control of your portfolio.
Regular Investment Plan – Helping You Save for What Matters Most
Whatever your financial goals—whether it’s saving your deposit for a new home, diversifying your company stock that you received through your employer - a structured plan can make all the difference.
A regular investment plan allows you to set aside money consistently, investing in a carefully selected range of funds that match your risk appetite and long-term objectives.
Flexible contributions – Adjust the amount you save as your income changes
Tailored investment options – Choose funds based on your financial goals and risk comfort
Long-term growth potential – Build wealth while ensuring financial security
Our team of investment experts will help you select the right strategy, so you can save with confidence and work towards a brighter financial future.
We know that making wise investment choices is essential for building a secure and prosperous future. That’s why we’re committed to guiding you at every step of your journey.
Children’s Investment Account – Give Your Child the Best Start in Life
It’s never too early to start planning for your child’s future. A Children’s Savings Plan allows you to build a dedicated fund over time, ensuring they have financial support when they need it most.
Structured investment options – Choose funds that offer steady, long-term growth
Tax-efficient savings (Bare Trust)– Assign the plan to your child and let them benefit from the annual Gift Tax exemption
€3,000 per year from an individual
€6,000 per year from a married couple
By starting early, you can maximise long-term returns while securing your child’s financial future. Our expert advisors are here to guide you every step of the way.
Our Investment Principles – Helping You Make the Most of Your Money
We carefully select global investment funds that offer:
Diversification – Spreading risk across different assets for long-term stability
Tax efficiency – Maximising available tax-saving opportunities
Inflation protection – Ensuring your money retains its value over time
Our strategies also include alternative investments and real assets. For those who prefer a more stable investment journey, we offer low-risk and capital-protected options, ensuring peace of mind while still growing your wealth.
Guidance Every Step of the Way
We don’t just help you invest—we support you throughout your financial journey with regular updates and expert advice to ensure your investments align with your changing financial goals.
When choosing an investment, it’s important to consider:
Risk tolerance – How much risk you’re comfortable taking
Investment goals – Whether you want to grow your wealth or generate income
Long-term benefits – Investments typically provide better returns than savings accounts, which may not keep pace with inflation
Investing can offer higher returns over time while protecting your money from inflation. However, all investments come with some level of risk, so it’s important to only invest what you can afford.
Monthly Savings Plan – Make Your Money Work for You
Regular saving is a simple yet powerful way to achieve your financial goals. Instead of leaving your money in a low-interest account, you can invest in a diverse range of funds tailored to your risk preference, helping your savings grow over time.
Minimum contribution: €80 per month
Flexible saving options: Adjust contributions when needed
Full access to your money: Withdraw funds if circumstances change
Get Started with Your Savings Plan
A Monthly Plan is a straightforward way to grow your savings while keeping access to your money when you need it most.
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Define Your Goals
Identify what you’re saving for—whether it’s a house deposit, retirement, or education costs.
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Plan Your Budget
Review your monthly spending and find ways to save more.
Small changes, like cutting back on daily coffee runs or cancelling unused subscriptions, can significantly boost your savings over time.
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Choose the Right Savings Plan
Compare Ireland’s top investment providers to find a savings strategy that aligns with your financial goals.
Choose between multi-asset funds, ESG investments, or a tailored investment approach.
ESG Funds – Invest with Purpose and Grow Your Wealth
If you want to grow your money while making a positive impact, ESG (Environmental, Social, and Governance) funds could be the perfect choice.
What Makes ESG Funds Different?
Unlike traditional investments, ESG funds avoid industries with negative societal and environmental impacts (e.g., tobacco, fossil fuels, unethical labour practices). Instead, they focus on companies that prioritise:
Environmental responsibility – Reducing carbon footprints, investing in clean energy, and supporting sustainability initiatives.
Social consciousness – Ensuring fair wages, ethical working conditions, and community impact.
Strong governance – Transparency, ethical leadership, and a commitment to long-term success.
Are ESG Investments a Good Choice?
Many ESG funds perform as well as, or better than, traditional investments. As regulations tighten and consumer demand shifts towards ethical businesses, ESG-focused companies are often more stable and future-proof.
With more investors in Ireland choosing ESG funds, now is the perfect time to explore how sustainable investing can help you build wealth while making a difference.
Helping You Make Smart Investment Decisions
We’ve guided thousands of people across Ireland in growing their wealth, making informed investment choices, and getting the most out of their money. With expert advice and a personalised approach, we’re here to help you invest with confidence.
How We Can Help
Understanding Your Financial Position – Reviewing your current finances to create a tailored investment strategy.
Defining Your Investment Goals – Whether you’re looking for steady growth, high returns, or income generation, we help you set clear, achievable goals.
Finding Your Comfort with Risk – Every investor has a different risk tolerance. We’ll help you understand yours and choose the best approach.
Exploring the Best Investment Options – From stocks and bonds to multi-asset funds, we’ll help you identify the right opportunities.
Building a Diversified Investment Plan – A well-balanced portfolio ensures your money is working for you while minimising risk.
Keeping Your Investments on Track – We monitor your portfolio, adjusting strategies as needed to optimise growth.
Expert Support Whenever You Need It
We provide:
Clear & transparent reporting – Receive detailed updates on your investment performance.
Ongoing market insights – Stay informed about economic trends and investment opportunities.
Year-round expert support – Get answers to your questions whenever you need them.
Start Investing with Confidence
Want to learn more about investment and savings strategies? Book an online consultation with one of our expert advisors today and take the first step toward making your money work smarter.
Trusted Partnerships
We work with some of the top Insurance and Financial Investment companies in Ireland:
