Smart Wealth Transfer

Planning for the Next Generation

Have you thought about how your estate will be passed on to your loved ones?

Wealth transfer and estate planning can be difficult to think about but ensuring that your assets are passed on in the most tax-efficient way is crucial for your family’s future and financial security. We will talk through your plans with you and help you navigate the complexities of inheritance tax planning, gifting, and wealth transfer.

Are you aware of the various options available?

Section 72 and 73 policies or trusts can help to preserve more of your wealth for your family. We will work closely with your solicitor and accountant to design a wealth transfer strategy that gives you peace of mind, knowing your family’s future is secure.

Secure your legacy:

Start planning today. Contact us for an estate planning consultation, and ensure your assets are passed on smoothly and efficiently.

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Smart Investments

Growing your wealth, the smart way

How confident are you that your investments are working as hard as you are?
At Smart Finance, we will help you tomake smart investment choices as we partner with many of Ireland’s leading investment companies and fund managers. Whether you are looking to grow your wealth for the future or you are planning for retirement, our investment strategies are designed with your specific needs in mind.

We understand that every individual’s financial situation is unique. Have you thought about your current financial position, your tolerance for risk, and your personal investment goals?

We take the time to understand these factors, which in turn drives our advice and recommendations so that your investments are aligned with your goals and risk appetite. Whether you are looking for long-term growth or short-term returns, Smart Finance will help you make informed decisions.

Get in touch today:
Explore investment opportunities that suit your goals.

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Smart Budgeting

Building Strong Financial Foundations

Do you feel in control of your monthly spending? Or do unexpected expenses throw your finances off balance?

At Smart Finance, we understand that effective budgeting is the foundation of a healthy financial future. Smart Budgeting helps you organise your income and expenses, so you can take control of your finances and plan for what matters most.

Have you considered how a clear budget can help you meet both your short-term and long-term financial goals?

Whether it is setting aside money for bills, savings, or life’s little surprises, our tailored budgeting advice give you a clear picture of your financial health and help you make informed decisions. We work with you to build a budget that reflects your lifestyle, income, and goals - whether it is saving for a holiday, planning for education costs, or simply making your day-to-day finances more manageable.

Ready to take control?

Let’s create a personal budgeting plan that works for you. Contact us today to get started and take the first step towards financial clarity and control.

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Smart Protection

Protecting what is important to you

What would happen if the unexpected occurred tomorrow? Would your family be financially secure?

At Smart Finance, we understand that peace of mind is essential when protecting what matters most—your family. Our Personal Protection advice focuses on safeguarding your family’s financial well-being, by providing comprehensive life, serious illness, and income protection solutions.

As life changes, so do your needs. Are you confident that your current protection meets your evolving family situation?

Whether you are welcoming a new child or planning for the future, we will work with you to review and update your protection cover to ensure that it always suits your life stage. With Smart Personal Protection, you can rest easy knowing that, come what may, your family is financially protected.

Take the next step:

Protect your family today with a tailored personal protection plan. Contact us now for a personalised review of your needs.

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Smart Savings

Building Strong Financial Foundations

Are you saving enough to achieve your future goals?

Whether it is planning for your children’s education, a dream holiday, or building an emergency fund, starting a savings plan is one of the smartest financial decisions you can make. At Smart Finance, we guide you through the process of “Paying Yourself First,” helping you segment and set aside a portion of your income to secure your future.

We go beyond basic savings advice by helping you segment and allocate your savingsinto “pockets” that align with your goals - like setting an emergency fund for life’s unexpected expenses, your children's education, travel etc. Have you considered how segmenting your savings into these pockets can make it easier to achieve all your financial goals?

Get started today:

Let’s discuss your savings goals and create a tailored plan that works for you. Speak with us to take control of your financial future.

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Guiding you to Financial Peace of Mind.

We guide and help you to make the best financial decisions for you and your family.

Welcome to Smart Finance, where your financial wellbeing is our top priority. Our mission is to provide professional, engaging, clear and focused holistic lifestyle planning advice that helps you feel secure and allows you to take control of your finances and your future.

Smart Pension

Planning for the Next Generation

Are you ready for retirement?

It can be overwhelming to think about life after work, but we are here to help you start that journey and turn your retirement goals and dreams into reality. Our retirement planning advice will guide you through all your pension options, whether you are looking to set up a new pension, enhance and grow your existing pension or evaluate all options available to you as you approach retirement.

Have you thought about how much income you will need to maintain your lifestyle in retirement?

Is your pension structured to take advantage or maximise valuable tax reliefs and to provide you with an income you will need in retirement? We will take the time to understand your retirement goals, craft a plan that allows you to make informed decisions now so that you can look forward with confidence and have peace of mind.

Plan your future:

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