• Welcome to Retirement.ie

    Moneywise provides a professional, personal financial planning advisory service, helping clients achieve their
    financial objectives tax efficiently. Retiremant 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.

    Moneywise focuses on helping clients in the creation and preservation of our new-found wealth. Reflecting a “tell it as it is”
    approach, Moneywise commentary on a wide range of money matters is regularly sought by leading financial journals.

    Most of our new clients emerge from referrals from existing customers, reflecting satisfaction with both the
    professionalism and independence of the Moneywise package and the quality of our on-going service. // More

  • Personal Pensions

    Personal Pensions (or PRSAs) are for self-employed (Schedule D) earners, or those who do not wish to
    avail of the employer-sponsored pension scheme. // More

  • Directors Pensions

    There is now probably no better method of converting company monies into personal
    wealth than through a Director’s pension scheme. // More

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

  • Group Pensions

    The Group Pensions aspect of our business differentiates itself from much of the competition by offering a
    quality on-going service commitment. // More

  • ARFs

    Ireland’s post-retirement ARF (Approve Retirement Fund) is the envy of the Western
    world. The ARF regime is available for Personal Pensions & PRSAs, Company Directors // More

  • SSAPs

    Small Self-Administered Pension Funds are aimed at business-owners attracted to the
    benign tax régime governing pensions. // More

  • CGT Retirement

    The question of how to convert company money into personal wealth in a tax efficient manner is a
    pre-occupation of the small business-owner. // More

  • Internal Dispute Resolution

    Moneywise offers advise on internal Dispute Resolution service to trustees of pension schemes. The Pensions Act 2002 introduced
    a number of new responsibilities // More