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Financial Planning

At MyWealthManagement, we don’t just offer financial services; we craft personalised financial strategies that align perfectly with your unique aspirations and dreams.

Our team of highly skilled and Qualified Financial Advisors is dedicated to unravelling the possibilities that will make your money work smarter and harder for you. Imagine having a financial partner who not only understands your current situation but also envisions a prosperous future for you and your family. That’s precisely what we bring to the table.

We recognise that risk is as diverse as the individuals and families we serve. It’s not a one-size-fits-all world, and that’s why our approach is as individual as you are.

Let’s have a conversation that goes beyond numbers. We want to know your dreams, your ambitions, and the legacy you want to leave. Whether it’s planning for your children’s education, securing your family’s financial future, or ensuring a comfortable and early retirement, we’re here to guide you every step of the way.

Picture a financial plan that aligns with your unique goals—a roadmap to turn aspirations into achievements. Our commitment is to understand what you want to achieve and then meticulously plan to make those goals a reality.

Our doors are always open to discuss your financial future. Reach out to us for a complimentary initial chat or complete our Financial Review form below or click here.

Alternatively you can drop us an email at [email protected] or call us at +353214277037, +353874407829, or +353868060601 anytime.

Choose MyWealthManagement for all your financial advisory needs

Did You Know…

1 x Salary

should be a pension fund goal by age 30

€81,442

is the lifetime cost of a child’s education in Ireland from primary, post-primary to 3rd level

3:1

is the ratio of tax-contributing workers for every one person over 65 by 2044

Understanding your goals

We ask questions. You ask questions. Through this process, we gain insights on your current financial position and lifestyle and the future you see for yourself and where you would like to be. We then can work to define and build a plan to help you meet your needs, based on your specific circumstances, experience and objectives.

To get started on your Personal Financial Review, please click here.

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Identify relevant financial services and solutions

Based on the results of your financial review and your initial goal outline, we provide a written summary report of our recommendations and what we think is the next best course of action for you to take. These recommendations could be a product, a service or simply to keep doing what you’re doing! Every case and every client is different! Where a particular product or service has been recommended to help you meet one of your goals we review the market to find you the best provider, charges and the best fit for you. We delve into the details of how these products could serve your short term, mid and long term goals and why we think they are suitable.

To get started on your Personal Financial Review, please scroll down to our review form or click here.

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What to expect at your Financial Review

Typically, a client will contact MyWealthManagement with no specific goal in mind. They may just want to do an overall review of their current situation as they feel they may not have all their ducks in a row. In a case like this, we will usually have a quick initial chat with the client to get a better sense of their situation. From there we can book the client in for either a remote or face to face meeting. We ask clients to complete our initial review form in advance of the meeting as well as our attitude to risk questionnaire in order to enable us to be as prepared as possible for each appointment and where applicable we request clients to send in a copy of any existing pension, investments or protection policies they may have so that we can check suitability, performance and charges. Our initial consultation is completely free for both new and existing clients.

Other clients will approach MyWealthManagement with one or several specific queries e.g. They want to review an old occupational pension scheme, are not happy with their existing advisor or provider etc. The outcome of our discussions and information gathering will be a personalised financial plan for you to take home and consider. This will provide the step-by-step actions and progression stages to take you from your current circumstances to your defined goals, with some built-in contingencies along the way. If you would like to take the first step toward a brighter, more secure financial future click here or complete our Financial Review form below.

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Regular reviews

Regularly reviewing your financial plan is crucial to ensure it aligns with life changes, market shifts, and evolving goals. Circumstances like job changes, family additions, or economic fluctuations can impact your financial landscape. Periodic reviews allow for adjustments, ensuring your plan remains effective and resilient. It enables proactive responses to potential risks and maximises opportunities, maintaining financial stability and growth. Stay ahead of the curve by consistently assessing and fine-tuning your financial strategy, securing a path towards long-term success and peace of mind.This is all part of your relationship with the MyWealthManagement team. It’s important that you take ownership for your financial plan as the key to long term success is active engagement from both you and your advisor!

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Complete Your Personal Financial Review here

View other MyWealthManagement services

Pensions

Savings & Investments

Protection

What Our Clients Say

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With little to no knowledge of the options available for managing or maximising the potential of my old company pension schemes, Wealth Manager Stephen O’Driscoll walked me through my options, provided a generous amount of reading material to gain a better understanding, and discussed the pros and cons in detail. With his help we were able to identify suitable funds for my risk appetite, and for my long term financial planning objectives. By transferring my old schemes to a Personal Retirement Bond I now can avail of earlier access to my pension from age 50 instead of 65. Stephen also helped me in setting up a regular monthly savings plan to assist with my long term goals, and help my funds keep pace with inflation. I would be delighted to refer any friend or colleague to MyWealthManagement, or to anyone looking for financial planning advice or Wealth Management advice.
Eimear O'Neill
Revenue Deals - Google
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We met Stephen O’Driscoll in MyWealthManagement to set up a pension scheme for our management team ahead of auto-enrolment coming into force and we had a great experience. No jargon, simple English and he explained our options very well. I would recommend any business owners who are unsure of their options to get in touch if you want honest, straightforward advice.

Team Serve Limited
Event Management Cork
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I met Stephen O’Driscoll to complete a financial planning consultation in 2023. I had several different pension arrangements with a few different providers. Stephen walked me through the options for my old pensions and helped draw down my tax free lump sum as soon as I passed my 60th birthday. He helped reduce my annual management charges and get access to funds with a suitable risk level for me and my goals. I was happy with the service and would recommend Stephen and MyWealthManagement to anyone approaching retirement to do an independent review of their pensions.

Kevin O'Neill
Accounting and Tax Advisor
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Myself and my husband met Stephen O’Driscoll in 2023 to do a full financial planning consultation. After doing a full financial review Stephen was able to advise us on the best options for some property we owned and identified that my old occupational pension scheme charges and performance were not where they should be. Stephen highlighted the different options for my existing scheme, he helped me to find a new more suitable provider at great charges and told me that in this new arrangement I can access my pension money from age 50 if I wanted to. Stephen also set us up with a regular monthly savings plan to fund for the future in an account that will help my funds work harder for me and hopefully earn a great return over time. I would happily recommend Stephen and the team in the South Mall to anyone looking to review their finances.

Niamh Sammon
Operations Manager - Urban Green Private
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I met Stephen in the MyWealthManagement office on the South Mall in Cork in July 2023 to review my old pension schemes. He did a full review of fund choice, performance and scheme charges. By doing a review of all the providers on the market Stephen was able to find me an option which had better performance over time and significantly lower charges than my previous supplier. Stephen was also able to assist me with the setup of a regular monthly savings plan to save for the future and for children’s future education costs. I would be happy to recommend MyWealthManagement to a friend or colleague who wants financial planning or Wealth Management advice.

Pat Fitzpatrick
Author and Comedian
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Having left my old employment in 2023 I was unsure of what my options for my occupational pension scheme were and was concerned about leaving it in the hands of my previous employer. Stephen O’Driscoll, one of the Wealth Managers, was able to explain to me the different options in a simple way and was able to place my funds in a scheme where I could take a large lump sum tax free from the age of 50. He also set up a regular monthly savings plan for me that will help me earn a return over time better than what I could get in the banks in order to protect my funds from inflation. I have recommended Stephen and MyWealthManagement to a few friends and family members as its well worth doing

Karen Lehane
R&D Technician - Pepsi
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Stephen O’Driscoll guided me through the options for my old occupational pension scheme, helped me to identify suitable funds for my risk profile and investment objectives and also enabled me to avail of access to my pension pot from as early as age 50! In addition Stephen assisted me with the setup of a regular monthly savings plan that helps add structure to my finances and helps my funds keep pace with inflation by targeting a modest return over time. I would be happy to recommend Stephen and MyWealthManagement to anyone looking for professional and trustworthy financial planning advice.

Ben Leacock
Leading Mid-Market - Deel
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A sincere thank you to Sinead, Siobhan and Joey. You have all made this process so easy for us. Thanks to you and the team, we will be moving in to our new home a lot sooner than we ever thought. You all took all the stress out of the process, keeping us informed every step of the way. It was evident from the very beginning that the team at MyLifeCover.ie was working with our best interests in mind, and delivered exceptional service from start to finish. I honestly do not think we would be at this stage without the help you have all given us along the way. It’s greatly appreciated

Alison Walsh
Wedding Planner
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Unhappy with the premium I was paying on my life policies, I had read about people switching their policies to a new provider and making significant savings, so I made enquiries at MyLifeCover.ie and was so impressed with the team who answered all my questions. I now have a much lower premium rate and the whole process was so organised and efficient. The team are highly skilled at determining the client’s position and makes the appropriate recommendations.

Ernest Cantillon
Entrepreneur
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Joey and the team were very helpful throughout the process for our life policy.   We felt very comfortable with the decisions made and knew from the first conversation that we were in safe hand this time round. We have recommended MyLifeCover.ie to numerous colleagues & friends.

Dr Billy Waters
Dental Implant & Restorative Dentistry