Private Clients

Wealth Planning ‘Prime’ for Private Clients

Our clients typically have €450,000 or more in investable assets or have a household income in excess €150,000.

Types of clients include:
– Business executives
– Business owners
– Professionals
– People approaching retirement or recently retired
– People who have received an inheritance
– Independently wealthy

Wealth Planning ‘Core’ for Private Clients

If you don’t meet the requirements for our ‘Prime’ service, but still would benefit from financial planning advice, our ‘Core’ service may fit the bill.

We take the ‘core’ elements of our wealth planning methodology and help you plan for your financial future. The ‘Core’ service costs €999 + vat.

It all starts with a 15 minute call with a wealth planner. Book in a call time and let’s see if we are a good match for each other. Click here to book in an appointment time.