You have a strategy for your business. It’s time you had one for your household.
Most high-income professionals in Ireland are "Cash Rich" but "Structure Poor." We work with medical professionals for the last 25 years and have the knowledge to take you from winging it to a solid financial future.
Book a complimentary 15-Minute Financial Review to benchmark your Net Worth, identify tax leakage, and secure your future.
FAQs
Got questions? We’ve got answers. Here are some of the most common questions we receive from Healthcare and business professionals about financial planning.
No. The initial 15-minute call is high-level. We just need a rough idea of your income and current setup. We handle the paperwork later.
The initial Financial Review is complimentary. If you choose to implement a complex financial plan with us later, all fees are transparent and agreed upon in advance.
Yes. A "Second Opinion" is valuable. 60% of the clients we review are underinsured or overpaying on fees with their current provider.
Not at all. 90% of our initial reviews are conducted via Zoom or by phone. We respect your time. You can take the call from your office, clinic, or home, wherever you have privacy and 15 minutes.
No. We handle the "Heavy Lifting." Our admin team deals with the providers, the paperwork, and the transfer process. You simply review the plan and sign digitally. We ensure the transition is seamless so you don't have to chase paper.
