Wealth Management & Financial Planning

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How can effective Wealth Management & Financial Planning help you?

We believe that truly effective Financial Planning & Wealth Management advice means helping you understand how best to utilize the growth and income from your assets so that you and your family are financially secure for life.

An effective Wealth Management and Financial Planning process should help you answer some key questions:

✓ What are your personal financial goals? ✓ What do you want to be able to do for yourself and your family? ✓ What would you like to achieve with your money? ✓ When you think about money, what concerns come to mind? ✓ How involved do you want to be in managing your long-term finances? ✓ When would you like to be in a position to retire, be it due to ill health or an active decision to retire? ✓ Are you a speculative investor, a thoughtful risk taker, or do you prefer to play it safe?

Surrounding all of these questions are issues relating to income and capital gains tax, retirement planning, investment planning, inheritance tax planning and much more.

If you are worried about what happens to your pension fund during a stock market crash, click to read our latest article concerning this issue.

Guardian Wealth can help. We have the skills and the team to provide expert financial planning and wealth management advice. We can formulate a financial plan for you that achieves your personal and financial goals, and most importantly we can explain it to you in a clear and easy to understand manner.

We want to take the mystery out of financial planning and give you a very clear understanding of what you need to do to make sure you achieve your personal and professional goals.

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    I have experienced the ups and downs of Pension funds over many years. As I got closer to retirement, I needed to get advice regarding the risk profile of my pension funds as I didn’t want to see it fall in value at this stage of my life. Michael was able to provide practical steps to make sure this risk was reduced for me and I am happy that I am on the right road. They are always at the end of a phone & very accommodating to meet at short notice to discuss any queries that we may have. I do recommend Guardian Wealth to anybody worried about their pension.
    Patricia McCaffrey & Frank Cooney

    Cooney Architects, Dublin

    I had my Pension with my Bank but as the fund grew, I was becoming more and more concerned that I was always dealing with somebody different. I wanted to have a direct line to somebody who could advise me and meet with me as my circumstances changed over time. Michael is my Pension Advisor now and is always at the end of the phone whenever I need him. I am happy to recommend Guardian Wealth.
    Marion English

    Tir3D Ltd, Carlow

    Like most business owners I put most of my energy into making sure my business is successful. Very often that leaves little time to stop and look at my bigger picture financial position, and plan for the future. I have been working with Michael in Guardian Wealth for a number of years now and it’s great to know that he has a financial plan in place for me, and meets with me regularly to make sure I am on track. I am happy to recommend Guardian Wealth.
    Nuala Byrne

    Burnside Autocyl Ltd, Carlow

    Trying to map out a personal financial plan is not an easy task. As most business owners know we spend so much of our time making sure our business is successful, we don’t always have the time or the ability to understand what our personal finances will look like 20 or 30 years from now. Michael, in Guardian Wealth, was able to show me what I needed to do now to ensure I was going to be financially independent when I am older. We meet every year to review progress and I am more than happy to recommend him and Guardian Wealth.
    Gavin Dixon

    BITS (Business IT Solutions), Kilkenny

    Take control of your finances today   01 5267770