Leave Your Financial Worries in the Past.

Gain financial confidence with our expert advice on Pensions, Investments & Life Assurance

Financial planning clarity

Does this sound like you?

We believe that everyone deserves a financial plan that secures their future and brings peace of mind, without the stress and complexity of navigating it alone.

Get the Peace of Mind you and your family deserve.

We understand your worries! Have you enough put away for retirement? How will your family cope financially if something unexpected happened? These are genuine concerns everyone has.

Every day, we help people just like you answer these questions and put the plans in place to alleviate the uncertainty around them through a robust financial plan, leading to less sleepless nights and more confident, secure days ahead.

And we are sure we can do the same for you and your family.

Tom Oates, certified financial planner in Ireland specialising in pensions, life cover, and investments

How we can help...

Pension Planning

Whether you are an individual or an employer we have a solution for you.

Grow Your Wealth

With custom saving and investment solutions to meet your needs.

Family Protection

Protect you and your family through life cover, serious illness and income protection.

What you can expect from working with us.

Set Achievable goals

Our Tailored Financial Plans will have you feeling confident that your financial future is in safe hands.

Retire on your terms

With comprehensive retirement planning you can look forward to enjoying your retirement years with confidence and ease.

Effortless financial management

Our Streamlined Process ensures an efficient, hassle-free experience in managing your financial affairs. Giving you more time and energy to focus on what

GoTo Master Plan Financial Freedom Pathway Roadmap

Don't think you need protection? Well did you know...

Serious illness Income protection

The value of holding life, specified illness and income protection cover is only fully realised when a claim is made.

What does that mean for you?

These statistics aren’t just numbers; they represent real-life scenarios that could affect you or someone you love. Here’s how our protection can make a difference:

  • Peace of Mind: Knowing you have Life, Specified Illness, and Income Protection cover means you won’t have to worry about financial strain on top of health concerns. If the unexpected happens, you can focus on recovery, not bills.

  • Financial Security: Our policies provide a safety net, ensuring that you and your family can maintain your lifestyle, even if you’re unable to work due to illness or injury. This means your savings and assets won’t have to be depleted to cover living expenses or medical bills.

  • Support When You Need It Most: Beyond financial assistance, having cover means you have access to support services during tough times. Whether it’s help navigating the healthcare system or counseling services, we’re here to support you beyond just the financial aspects.

Remember, it’s not just about having cover; it’s about having the right cover. Our team is dedicated to understanding your unique needs and ensuring you have the protection that best fits your life. Don’t wait until it’s too late to realize the value of comprehensive protection. Let’s talk about how we can give you peace of mind today.

Testimonial Section Option 1

Elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Nam varius consectetur. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
5/5

Client's Name

Job Title or City
Elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Nam varius consectetur. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
5/5

Client's Name

Job Title or City
Elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Nam varius consectetur. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
5/5

Client's Name

Job Title or City

Testimonial Section Option 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Client Name
⭐⭐⭐⭐⭐

Here’s what you’ll get….

To get all this and more…

Some of the great companies we work with:

Zurich Insurance, one of our trusted financial service partners
Aviva Life & Pensions, one of our trusted financial service partners
Standard Life, one of our trusted financial service partners
New Ireland, one of our trusted financial service partners