Your retirement
starts with a plan
Tailor made pension funds for business owners, sole traders and professionals.
Use calculator
Pensions made simple.
It’s just three steps to get started even if you’re a first time investor.
See Your Options
Find your retirement number with our intuitive online calculator. It's quick, simple to use and free.
Book a Meeting
Once you find a target that fits your budget we'll create an investment plan to help you achieve it.
Start Investing
When you're ready to get started we'll set up your plan and review it each year to keep you on track.
Bespoke financial planning that suits the way you work
Consistently build wealth for the future with a customised pension plan unique to you.
Business
Owners
Directors pensions, executive pension plans and self administered schemes for company directors.
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Self Employed
Professionals
PRSA's, self directed schemes and personal pension plans for self employed professionals.
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Company
Employees
Company pension plans, personal AVC plans, PRSA's and self invested schemes for executives.
Learn moreTransfer your existing pensions to us
Reviewing your existing pensions means more money for your retirement.
We can help to dramatically improve your portfolio by offering you;
- Better Charges
- Simpler Contracts
- Holistic Planning
- Award-Winning Service
- Financial Coaching
- Wider Fund Choice
- Investment Control
- Transparent Fees
- Trusted Advice
You may have a pension but do you have a plan?
Most people won’t have the lifestyle they want in retirement because they don’t have a plan in place to achieve it.
And that’s where we can help.
As your trusted advisor, we will help you design a personalised plan to achieve your financial goals.
That said, we know that people can feel nervous about investing or engaging with financial service providers.
And that’s why we undertake to only make recommendations in line with the level of risk you’re willing to accept to reach your goals.
All of which means you can confidently invest at a level you’re comfortable to be at.
There are lots of options out there for financial advice but it’s important for you to be able to trust the professional advisors you work with and this is a guiding principle that has set us apart in the market.
So much so that we were awarded the highly coveted All-Ireland, Business All-Star Accreditation in May 2019 based on our certified levels of customer service.
The Three Pillars of Business All-Star Accreditation are Performance, Trust and Customer Centricity.
This uniquely distinguishes us in the marketplace as a truly client centred pension broker you can trust to look after your interests.
Our role is to ensure that you have something to show for your career when it’s finished so you can look forward to an abundant retirement with the people that matter to you.
That’s what it’s all about.
BOOK A MEETINGWant Financial Freedom in Retirement?
Start getting smarter with your money.
Actionable advice to make you a better pension investor...at no charge.
Warning: The value of your investment may go down as well as up. You may get back less than you invest.
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: These figures are estimates only. They are not a reliable guide to the future performance of this product.
Warning: If you invest in this product you will not have any access to your money until retirement.
Warning: The income you get from this investment may go down as well as up.