Personal Financial Planning


The key to long-term financial security is planning. Personal financial planning involves aligning your wants and values to your future finances. A defined and straightforward financial plan helps reinforce peace of mind. A person can rest easy knowing their financial future is being secured. A financial plan can help an individual achieve financial independence and have a comfortable and secure lifestyle.
Our team of financial experts, helps a client make informed and practical decisions about their financial needs going forward.

We’ll help you work out essential information like:

  • How Much You’ll Need to Retire

  • How to Invest as Tax-Efficiently as Possible

  • Pension Information

  • Inheritance Tax Planning

  • Investment Portfolio Advice

  • Mortgage Advice

To schedule a consultation with our financial planner, get in contact with Nestegg Wealth Brokers Ltd today.

Stages that Go Into Personal Financial Planning

- Planning
As mentioned planning is the first and most important step. Planning involves working out the amount you’ll need for your nestegg before developing a strategy of how you’ll achieve these financial milestones.

- Financial Plan

We draw up a financial plan that is tailored to your income and lifestyle. A proper financial plan is optimised to take advantage of all financial incentives related to pensions, savings and investments while being as automated as possible to make long-term saving effortless.

- Cash Flow Modelling

Cash flow modelling is designed to show the impact of various life events on your earning potential and finances. Cash flow modelling incorporates events like a business sale, divorce, education fees, and retirement planning expenses into your financial plan. This ensures your financial plan is future-proofed and practical.

We are taking bookings for personal financial planning consultations. To book your place please get in contact with our Portmarnock offices.

Personal Financial Planning FAQ