GET IN TOUCH
Smart Finance
Bawntaaffe,
Monasterboice,
Drogheda,
Co. Louth.
Tel: +353 41 98 42791
Mob: +353 87 8144104
Email: info@smartfinance.ie
Everything working in harmony with your goals in mind.
Smart Finance will help and guide you to the right protection, investments and future planning for you and your business.
Running a business comes with its own challenges, but your financial planning doesn’t have to be one of them. At Smart Finance, we offer expert advice to protect your business, invest wisely, and plan for long-term success. Let’s work together to secure your business’s future and help it thrive.
GET IN TOUCH
Smart Finance
Bawntaaffe,
Monasterboice,
Drogheda,
Co. Louth
A92 E2V3
Tel: +353 41 984 2791
Mob: +353 87 814 4104
OPENING HOURS
Mon - Fri: 9am - 5:30pm
Saturday: Closed
Sunday: Closed
Smart Business Protection
Protecting Your Business and Your People
What would happen to your business if a key employee was suddenly unable to work? Or if you, as the business owner, faced serious illness?
At Smart Finance, we understand that protecting your business is about protecting your livelihood and our Business Protection advice covers Keyperson, Co-Directors, Partnership, and Income Protection for you and your staff.
Have you considered the impact protection cover can have on staff retention, and loyalty?
Our solutions, such as Group Death-in-Service and Income Protection Schemes can help to secure your business by also helping to keep your staff motivated and secure. Whether it is protecting against financial losses or ensuring business continuity, Smart Business Protection has you covered.
Get in touch today
Talk to us today about safeguarding your business’s future. Schedule a meeting to explore the most suitable protection plans for your needs.
Smart Business Investment
Securing Your Future
Making Your Capital Work for You
Is your business’s surplus capital working for you?
At Smart Finance, we offer a range of Business Investment solutions that can help you to strategically manage surplus capital. We partner with some of Ireland’s top fund managers to offer you investment options that align with your business goals.
Have you considered how segmenting surplus capital to cover short-term cash flow needs can help you benefit from long-term returns?
Whether you are exploring corporate investment, or pension savings options, we will ensure that your surplus capital is optimised for your benefit and the future development of your business.
Let’s secure and grow your business
Speak with us about how to make the most of the surplus capital within your business and we will help you find the most suitable investment strategies for you and your business.
Are you prepared for your retirement?
At Smart Finance, we will work with you to take the stress out of planning for your retirement by helping you to implement a retirement strategy that provides peace of mind and financial security for you and your family.
Have you considered whether your current pension arrangements are sufficient to meet your retirement goals?
Once you outline your retirement goals to us, we undertake a full assessment of your current pension arrangements, identify what you need to meet your retirement goals and work with you to keep you on track.
Additionally, we can help you set up an Occupational Pension Scheme for your staff, further securing yours and their futures by enhancing retention.
Plan for your retirement
Contact us today for a retirement planning consultation and let’s make sure your business and personal retirement plans are on track.
Smart Business Retirement
Securing Your Future
Smart Business Succession
Planning for the Future of Your Business
Have you thought about what will happen to your business when it is time to step back?
Succession planning is vital to ensuring a smooth and rewarding transition, whether the business is staying in your family or being sold to a third party. At Smart Finance, we will work with your other key advisors to guide you through every step of this process.
Have you considered the tax reliefs and benefits that succession planning can unlock?
From maximising contributions to pensions, to outlining the benefits of Agricultural, Business, Entrepreneurial, and Retirement Relief we help you plan for your exit while also securing the future of your business.
Plan your legacy
Start planning today by speaking to us about your succession plans to ensure your business’s legacy and your financial security.