Financial planners in Cork
We make a lasting impact on individuals and families across Cork by creating financial plans that help them achieve their goals.
Financial planning in Cork
We are genuinely personal, thoughtful and experienced financial planners supporting individuals and families in Cork and the surrounding area. We support individuals and families, each with their own story, as they navigate business ownership, building wealth, planning for retirement, and leaving a legacy.
Founded by Rory Brazil, a Qualified Financial Advisor and Certified Financial Planner, we combine experience and expertise to help you make sense of your finances.
Financial planning for business owners in Cork
Business owners in Cork are juggling company finances alongside their personal wealth, and as retirement approaches, it brings important conversations around a potential exit or sale.
A financial plan will help you understand what “enough” looks like, extract value tax-efficiently, and build long-term security beyond your business. As financial planners supporting individuals and families in Cork, we help you make better use of pensions, investments, and company structures to create a more resilient financial position over time.
Financial planning for building wealth in Cork
When you’re an individual or couple building wealth in Cork, you want to turn your income and assets into long-term security, which will one day lead you to financial freedom.
Whether you’re planning for retirement, supporting your children’s education, or aiming to grow your wealth, a clear plan from financial planners who support individuals and families in Cork helps you stay focused. It brings structure to decisions around saving, investing, and tax, so your money works hand in hand with the life you want to build.
Retirement planning in Cork
Turn years of saving and building wealth into a clear, sustainable income for the future. As retirement approaches or begins, it brings important conversations about what “enough” looks like, how to draw income tax-efficiently, and how to protect against longer life expectancy and rising costs.
As financial planners supporting people in Cork, we’ll bring your pensions, savings and investments together, creating confidence that your money will support the lifestyle you want in retirement.
Inheritance Tax planning in Cork
Inheritance Tax planning is about ensuring the wealth you’ve built can be passed on to reflect your wishes, rather than being reduced by unnecessary tax. As your assets grow, it brings important conversations around who you want to benefit, and how much you can afford to give during your lifetime.
A clear financial plan helps you understand your potential Inheritance Tax position. As financial planners helping people in Cork, we help bring everything together to create a more efficient approach to passing on wealth.
FAQs
You’ll likely have more questions about how we work. Hopefully, these help answer a few of them.
Yes, you can choose between meeting in person or by video call. We aim to make meetings as convenient and flexible as possible.
We have been providing financial advice since November 2009. During that time, we have supported clients with a wide range of financial planning needs.
We are based in Dublin and work with clients across Ireland. Many of our clients are based outside the local area and meetings can be arranged remotely where needed.
No, the initial meeting is provided at our expense. This allows you to discuss your situation and understand how we may be able to help.
