Financial Review
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.
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.
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.
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!