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SPOTLIGHT
SPECIAL EBS 5 YEAR DEPOSIT RATE >
Great Deposit Rate 5.00% AER Fixed

PROTECTED HEALTHCARE ACCOUNT >
‘Double Growth, Capital Protected’ investment

Q4-2011: INVESTMENT REVIEW >
Our survey of managed funds in the Irish market

4 & 5 The Avenue
Beacon Court
Sandyford
Dublin 18
Ireland
T: +353 1 293 6500
F: +353 1 295 2205
E: solutions@acumen.ie

Application icon for Printable Directions and Map (295.6 KB)Printable Directions and Map (295.6 KB)

Loc8 Code: NN3-74-9DJ

 

private clients

Our approach to advising on wealth management and financial planning is all about you. Our client-centred process starts and ends with you; your circumstances, your objectives, your ongoing requirements and keeping you informed.

 

Analyse

Plan

Implement

Monitor

Review Objectives Portfolio Portfolio
Resources Timeframe Investments Performance
Status Tax Protection Review
Stage Attitude Balance  
  Circumstances Pension  

In the Analyse phase, we conduct a comprehensive review of your financial situation, examine your current and future resources and obligations and identify your current status and stage in life.

Together we draw up a written Plan for your long-term financial health, based on this analysis and your personal and financial objectives. This will take into account your time horizons, personal circumstances, lifestyle and attitude to risk, as well as external factors such as taxation and the economy.

In the Implement phase, we implement your financial plan, ensuring there is a balance between your existing assets and any new investments, as well as ensuring you are adequately protected.

Our team will then Monitor the performance of your assets, reporting and meeting with you on an agreed basis.

Contact our team today to let us know your financial planning requirements and review your options.


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