Before you invest…

One of the possible investment choices that you have is not to invest. You may tell us that you need to invest spare cash that you have sitting in the bank and we will ask “what’s important about this money to you?”

We don’t assume that just making more money for the sake of it is the right objective for everyone. The right choice for you may be to pay off debt, donate it to charity, gift it to family or just spend it!

Only when you are clear about the real purpose for your money can we provide you with clear guidance.

That is why the Investment Consulting Process really begins with helping you to establish your true intent for your money, through our Financial Planning Process.

As professional Financial Advisors, it’s our role to understand you, your financial needs and goals.

Providing the most suitable investment options is a key part of the service we offer. We ensure that the best returns are provided that match your needs, willingness, and ability to take investment risk.

Investing is complex, and particularly so in Ireland…

Once it’s been established that your spare cash needs a longer-term home, we begin the Investment Consulting Process.

In comparison to other countries, the Irish tax and investment landscape is relatively complex. We will help you to understand these issues and choose investment options to best suit your personal circumstances. Read more in our Guide to Investing in Ireland.

Long-term investment success means different things to different people. The best investment plan for you depends on your specific circumstances, objectives, and values.

Having clearly defined and articulated the goals, we work with our clients to implement a bespoke portfolio. This portfolio will be aligned to their objectives, values, tax status and philosophy about money.

A key part of our investment proposition is the way in which we work with external partners. We work with trusted colleagues to assist with fund research and selection, portfolio construction and ongoing monitoring. This gives our clients peace of mind that their investments are constantly being reviewed and managed to meet their desired goals.

We offer investors a choice of portfolios with a common philosophy applied to all – low cost, tax efficient, and globally diversified.

Ready to get started?

Click below to schedule a call with one of our team

Everlake Financial Advisors