• Pensions

    Moneywise provides a professional, personal financial planning advisory service, helping clients achieve
    their financial objectives tax efficiently. Retirement planning is one of the most important aspects of personal
    finances. Because of the complexity and the myriad of options, the input of a professional and independent adviser
    is essential. … More

  • Investments

    Having all our eggs in one basket is unlikely to prove a successful long term investment strategy.
    For the most part, a balanced portfolio, responding to individual risk tolerance, is a better bet in
    laying solid foundations that will protect our wealth over time. The risk-averse investor has limited
    options these days, with deposit rates down around 3% before tax. … More

  • Protection

    Moneywise offers a comprehensive service in relation to life assurance protection contracts.
    With a vast array of products and types of protection available to clients, it can be confusing to
    determine which type of protection is best suited to one’s needs. Moneywise acts as a guide providing
    independent advice and sources the best rates available on the market. … More

Contact

The Moneywise team has over 60 years combined experience working in the financial sector. As a
trusted and recognised company, Moneywise strives to provide clients with a tailor made financial plan
to best suit individual needs. A large portion of our business is generated through satisfied clients
referring us to family, friends & colleagues. If you have any queries on our services, please contact us;
details below.

Contact: 01 6788011 // Fax: 01 6788014 // E-mail – alan@moneywise.ie or richard@moneywise.ie

Address – Moneywise Financial Planning Ltd, 16 Fitzwilliam Square, Dublin 2, Ireland.

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The calculators on this website based upon calculators built by Irish Life. They are designed to provide guideline indicators for Life Cover and
Pension Requirements. It is recommended that you speak with your broker before buying any financial product.

Moneywise Financial Planning Ltd. is Regulated By The Central Bank of Ireland