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The five years before retirement are most important. We’ll help you arrange your assets in the best possible way. You will benefit from all the opportunities available as you make your business work harder for you before ‘graduating’ from employment.

Whether your current plans aren’t up to scratch, or you’ve got no strategy at all, we’ll help you put in place the most tax-efficient and cost-effective route to build your retirement pot. We will help you to be confident and clear on every decision along the way.

John Sherry
GARDENROOMS.IE

John Sherry runs a successful business of 15 years, supplying bespoke Garden Rooms to homes across the country.

Paddy showed me how to take the profits I’ve earned from my business and to convert them into personal money, in a meaningful and cost-effective way. I now plan to be financially independent in the near future. I’ve joked with Paddy about this, but I’m starting to visualise getting my first Porsche when our plans come to fruition!

As Part of Your MasterPlan™ We Will Help You To:

Determine Your Short and Medium Priorities

Explore what’s most important to you and the lifestyle you’re aiming for in retirement

Determine Optimium Strategy for you

Determine the best possible approach to helping you get what you want

Analyse current financial plans and policies

Get a second opinion on your current strategy and portfolios, analyse performance, fees and success. Implement optimal strategy where needed.

Design portfolios & efficient structures

Implement the most cost-effective, proven and secure portfolios with the highest probability of success

Be Very Tax Efficient

Capitalise on available significant tax and retirement planning opportunities  you are entitled to

Give You Confidence & Clarity

Gain confidence in your financial future, and learn precisely how to achieve the results you seek

Who I Best Serve

Prudent

Self-employed consultants and business-owners who have accumulated north of €300,000 of investment and pension assets

Established

Retired, or planning to be within ten years, (our boutique services are tailored to people in your position)

STRONG VALUES

Our relationship will be built on mutual respect as we guide you on all aspects of your financial lives

INDEPENDENCE

You’ve already achieved success. Trust us to take your achievements to the next level, on a transparent fee basis

Your next steps

Our Services

Discover the non-standard and client focused services we offer

Paddy Delaney RPA QFA APA
Investment & Retirement Income Planner