Whether you own a construction company, a software firm, a cafe or a legal practice (or any other type of business for that matter), you need to have a plan for your money.
The problem is, most financial strategies and traditional financial plans are designed for employees not entrepreneurs.
The financial needs, risks and opportunities for Entrepreneurs & Business Owners are different from those of the general public. ‘Off the shelf’ advice aimed at the masses just won’t cut it.
When we meet you, we’ll get a complete picture of you and the business, the direction you’re going and where you want to be.
We’ll work together to review your finances and build a financial plan to help you achieve your financial goals.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Irish Insurance House, Parkside,mulhuddart,ireland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wealthplanning.ie
- Keywords
- Wealth Planning, Company Pension Schemes, Private Pensions, Co-Director's Insurance, Keyperson Insurance, Succession Planning, Inheritance Tax Consulting, Corporate Investment Bonds, Wealth Extraction, Cash Flow Modelling, Mortgages, Death In Service Schemes, PRSA, Retirement Planning, UK Pension Transfers, QROPS, Staff Benefit Management, Income Protection, Life Insurance, Serious Illness Cover.
- HQ
- Dublin 15
Wealthplanning.ie Questions
Wealthplanning.Ie's website is http://www.wealthplanning.ie
Wealthplanning.Ie's LinkedIn profile is https://ie.linkedin.com/company/wealthplanning-ie
Wealthplanning.Ie has
1 employees.
View email and phone details for 1
employees at Wealthplanning.Ie.
Wealthplanning.Ie's industry is
Financial Services
Wealthplanning.Ie's top competitors are
The Wealth Partnership Pty Ltd (Afsl No: 303000),
Premium Wealth Planning,
Willis Lease Finance Corporation,
Wealth Factory,
Arrowstone Wealth Planning Pty Ltd,
Wealth Effect Group,
Finance Solutions,
Prosperous Financial,
Wealth Lawyers,
Wealth Adviser Legal Services Pty Ltd.
Wealthplanning.Ie's categories are Financial Services
Wealthplanning.Ie's founding year is 2011
