• Welcome to Retirement.ie

    We provide 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.

    We focus on helping clients in the creation and preservation of our new-found wealth. Reflecting a “tell it as it is”
    approach, our 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 our package and the quality of our on-going service. // 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

    Read the latest Moneywise Investment Commentary – Q1 2015

  • The 21st century income revolution

    Recent events challenge us to revisit the way we perceive and handle the money side of retirement. This trilogy of interesting articles concerns the latest trends in 21st century retirement. …

    The art of self-reliance

    The art of spending capital

    The art of suspending judgment

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

  • 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

  • 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

    We offer advice on internal Dispute Resolution service to trustees of pension schemes. The Pensions Act 2002 introduced
    a number of new responsibilities // More