WHAT WE DO
What we do
- Remove any anxiety about being financially disorganised
- Get to know your hopes/fears and ideas.
- Be a sounding board for any minor/major financial decisions
- Provide clarity in the maze of the financial world.
- Provide optimism during periods pf pessimism
- Manage your finances the same way we do our own
What we cannot do
- Predict the direction of the economy or the stock market
- Pick specific funds managers
- Provide high returns with low volatility
- Manage your finances without a clear plan
- Pick the correct time, the best time to do anything was years ago the next best time is today
- We don’t sell products, they are part of the financial world but they tend to look after themselves once you have your plan in mind.
To do all this we will have an initial, free consultation where we will gather information through a factfind and risk analysis( this can be done online) and have a general chat about what YOU are looking for. Not what we are looking for.
We then use state of the art financial planning software to provide a plan going forward. After that we will make recommendations on what we think will suit you and your circumstances best and implement these.
We are remunerated by commission from the providers, of which we are extremely open about and will happily go through these structures with you, or as per our terms of business we can arrange for a fee to be paid.
Remember Rome was not built in a day, you will not address everything in one go or ever be 100% boxed off, but you can be as close as you can be and we do a lot of the heavy lifting for you.
Contact us at Info@treatywealth.ie or James@treaty wealth.ie,
Call 061 123456 or James on 087 2725252