FINANCIAL PLANNING

HELPING CLIENTS SET AND IMPLEMENT A FINANCIAL STRATEGY SPECIFIC TO THEIR NEEDS AND REQUIREMENTS

RETIREMENT PLANNING

HELPING CLIENTS LIVE THE LIFE THEY WANT TO LIVE IN RETIREMENT WITHOUT THE FEAR OF RUNNING OUT OF MONEY

PENSION + TAX PLANNING

USING PENSION AS A TAX EFFICIENT METHOD OF REDUCING TAX LIABILITIES WHILE SIMULTANEOSLY BUILDING WEALTH FOR INDIVIDUALS

INVESTMENT PLANNING

STRUCTURING INVESTMENTS TO SUIT CLIENTS REQUIREMENTS IN THEIR PENSION AND INVESTMENT PORTFOLIOS

Money Maximising Advisors Ltd. is FULLY regulated by the Central Bank of Ireland

WHO WE ARE

We Are A Team Of Experienced Tax Advisors, Certified Financial Planners (CFP) And Qualified Financial Advisors (QFA) Specialising In Financial Advice For Both Private And Public Sectors.

Why Choose Us as Your Financial Advisors

  • Over 20 years experience in providing financial planning & advice
  • Nationwide coverage with head office in Galway
  • Multi-agency Mortgage and Insurance Brokerage
  • Specialise in pension planning for both pre and post retirees.
  • Vast Experience in Providing Advice to Both Public and Private Sectors
Fully regulated by the Central Bank of Ireland
Fully regulated by the Central Bank of Ireland
Certified Financial Planners (CFP)
Member of Financial Brokers Association of Ireland
Member of Financial Brokers Association of Ireland

Our Services

Why Choose Us

Constructing A Full, Comprehensive Financial Plan That Covers All Areas Of Your Finances

  • PREPAREFor The Unexpected
  • AVOIDUnnecessary Taxes
  • CreateLong-Term Financial Strategy
  • USEInformed Decision Making

FINANCIALLY PREPARE FOR THE WORST

You can’t predict the future – but you sure can prepare for it with our expert financial advisors. Our financial planners can keep track and help you plan ahead by including expectations for unforeseen hurdles such as inflation, and health risks.

  • Prepare For The Unexpected
  • Avoid Unnecessary Taxes
  • Create Long-Term Financial Strategy
  • Use Informed Decision Making
  • Prepare For The Unexpected
  • Avoid Unnecessary Taxes
  • Create Long-Term Financial Strategy
  • Use Informed Decision Making

ENSURE YOUR WEALTH REMAIN YOURS

Providing an increased focus on tax-efficiency for taxable savings and pensions by adding a layer of protection. Our expert financial advisors have access to better investment options and tax management strategies giving you greater control over your tax liabilities.

CUSTOMIZED LONG-TERM FINANCIAL STRATEGY

The financial world is filled with a dizzying array of strategies and rules. Our expert financial advisors can guide you through the clutter by building a customized financial plan that works for your goals and comfort with risk.

  • Prepare For The Unexpected
  • Avoid Unnecessary Taxes
  • Create Long-Term Financial Strategy
  • Use Informed Decision Making
  • Prepare For The Unexpected
  • Avoid Unnecessary Taxes
  • Create Long-Term Financial Strategy
  • Use Informed Decision Making

NO RASH FINANCIAL DECISIONS

Cruise past the changing public sector rules and low-time interest rates in a smart way. Our expert financial advisors keep abreast of the latest legislation policies and investment market ups and downs to keep on track towards your long-term financial goals.

Award Winning Financial Advisors

We have been awarded “Excellence in Business Awards” in 2020.

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Certified Financial Advisors

BOOK AN APPOINTMENT NOW WITH ONE OF OUR QUALIFIED FINANCIAL ADVISORS


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