Financial Planning
How can we help?
Alpha Wealth is one of Ireland’s leading Financial Services Advisors. We help & advise individuals through their different financial lifecycles. Our mission is to empower clients towards a happier and more secure financial future. At Alpha Wealth, we offer a broad spectrum of financial services including asset management, retirement planning, tax advice, and investment strategies. Everyone should have a Financial Plan to ensure they are doing the most they can with their money.
We can help you achieve your financial goals:
Save for a Deposit: Whether it’s for a home, wedding, or a car, we can guide you to the best saving rates to make your aspirations a reality.
Retire Early: Discover how our expert advisors can tailor a pension plan to not only protect your wealth but also enable your financial independence.
Smart Tax Planning: Maximise your earnings with strategic tax planning. Ensure your investments work as hard as you do, optimising tax benefits to grow your wealth efficiently.
Fund Your Children’s Education: Let our expert advisors help you choose the best savings plan to support your child’s academic journey.
What makes us different?
Alpha Wealth is at the forefront of innovative financial services. Our financial advisors are qualified with QFA and CFP certifications, ensuring you receive trustworthy advice.
Over the past decade, our client base has expanded to over 4,000, highlighting our reputation for trust and quality service. Currently managing assets over €250 million, Alpha Wealth has established itself as a key player in financial services, demonstrating our capability in delivering financial growth and management.
With over 60 years of combined experience in Financial Services in Ireland. Our team provides a wealth of knowledge to offer best financial advice for each individual situation.
Book An Appointment NowSo what do you have to do?
Alpha Wealth can help you achieve your financial goals. For a one-off fee starting at just €199, you can access a full Financial Consultation with one of our expert financial advisors. Here’s what to expect:
- Personalised Financial Review: A 60-minute, in-depth discussion assessing where you are now and how you can reach your financial goals.
- Flexible Scheduling: We understand life is busy. That’s why we offer flexible timings for consultations. You can do this with you partner if applicable to ensure a joint financial vision.
- Simple Process: No complex steps, no hidden terms. Just straightforward financial advice tailored to your life.
- Actionable Steps: Post-consultation, we’ll not only provide recommendations but also assist you in implementing the plans.
