How would it feel to know you’re in great financial shape?

Let’s be honest; worrying about your financial future can be stressful. But what if a simple conversation could get the ball rolling on alleviating this anxiety, making way for peace of mind and excitement over what the future holds?

Ensuring your finances are in the best possible shape is what we’re passionate about. It may be hard for you to picture what your future looks like, but we have the skills that will help you to see things a lot clearer.

Creating your financial life plan.

The basis of each financial plan we create is formed around your most pressing questions:

Do I have enough to secure a fulfilled financial future for me and my family?
Will my family be financially secure in all eventualities?
What will my legacy be?

Your tailored financial plan, created by Saol Capital, will answer these questions and give you peace of mind for the future. But, until we know about you, your family, what makes you tick, and what you want for the future, we haven’t earned the right to talk about your money.

We listen to your fears, hopes, goals and preferences surrounding your ideal vision for the future. Once we’ve gotten to know you and your priorities, we customise a financial life plan based around your financial goals. We’ll create the right investment portfolio for you, because optimising your investment choices isn’t just about risk and return. It’s about creating a portfolio that can get you to your goals without interfering with the rest of your life.

Your plan guides all aspects of your financial life by incorporating:

Financial Planning
Investment Management
Insurance Planning
Inheritance Planning
Tax Planning

Your Personalised Financial Life Plan

Following a thorough review of your current finances, combined with an expert analysis of your existing investments and goals for the future, we build a customised investment strategy and a personalised financial life plan; one that allows you to feel in control of the future.

We incorporate:

Financial planning software that enables us to create a model of your finances, giving you a detailed view into your financial future.
A list of investment portfolios, uniquely curated with your circumstances and ambitions in mind, to help you achieve your goals.
A yearly meeting to regroup, assess the plan and make adjustments, if necessary, to help you stay on track.

Staying the course

Life is made up of twists, turns and changes, so it’s only natural that your financial life plan should reflect this.

Given that the future of markets is unpredictable by their very nature, we can’t promise to provide you with unique market insights. In fact, no one can.

What we can do, is create a bespoke financial life plan that will take you from where you are now to where you want to be in the future. As markets – and your own life circumstances – change, we’ll be there every step of the way to adjust your plan accordingly, helping you to stay on course.

Staying the course

A personalised approach

To carry out our work to the best of our abilities, it’s important for us to really get to know our clients. We don’t take these relationships for granted; we genuinely care about our clients and always strive to achieve the best on their behalf.

Whatever your requirements – big or small, immediate or years down the line – we’re in your corner and ready to help you build the financial future you want.

If you’d like to have your financial questions answered, why don’t we get started over coffee?

Give us a call today to schedule a relaxed, one-to-one consultation and we’ll take it from there.

+353 (0)87 344 5882

info@saolcapital.ie

Saol Capital, City Quarter, Lapps Quay, Cork T12 Y3ET

Long Strand Limited trading as Saol Capital is regulated by the Central Bank of Ireland

Cookie Policy

Terms of Business

Fees Remuneration Summary

Sustainable Finance Disclosure