Financial Planning

Your Future, Our Priority…Customised Financial Solutions For Every Stage of Life

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.

Learn Why

We can help you achieve your financial goals:

1

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.

Find Out How
2

Retire Early: Discover how our expert advisors can tailor a pension plan to not only protect your wealth but also enable your financial independence.

Find Out How
3

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.

4

Fund Your Children’s Education: Let our expert advisors help you choose the best savings plan to support your child’s academic journey.

Find Out How

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 Now

So what do you have to do?

Alpha Wealth can help you achieve your financial goals. For a one-off fee of €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.

The Benefits of Financial Planning

Everyone should have a Financial Plan.
Holistic Approach

A financial review takes the focus away from one product that you might require at a given time and instead guides you into assessing your current and future financial requirements as a whole

Greater Understanding of Direction

It provides direction and meaning to your financial decisions by allowing you to see how each decision made will affect another area of your finances, now or in the future. Financial Planning helps focus your mind on what you want to achieve rather than focusing on a short term need.

Priorities

A financial plan allows you to identify and priortize your needs and objectives, and maximize the efficiency of your affordability at the same time.

Risk Suitability

If you have savings, investments, or pension requirements, you will be guided through a risk assesment process which will help to assess your ability to tolerate risk.

Reviews

We encourage regular reviews so your changing financial needs and objectives are identified, and appropriate changes recommended to you. Reviews ensure you stay on track to meet your ongoing financial needs and objectives.

The Benefits of Financial Planning

Everyone should have a Financial Plan.
Holistic Approach

A financial review takes the focus away from one product that you might require at a given time and instead guides you into assessing your current and future financial requirements as a whole

Greater Understanding of Direction

It provides direction and meaning to your financial decisions by allowing you to see how each decision made will affect another area of your finances, now or in the future. Financial Planning helps focus your mind on what you want to achieve rather than focusing on a short term need.

Priorities

A financial plan allows you to identify and priortize your needs and objectives, and maximize the efficiency of your affordability at the same time.

Risk Suitability

If you have savings, investments, or pension requirements, you will be guided through a risk assesment process which will help to assess your ability to tolerate risk.

Reviews

We encourage regular reviews so your changing financial needs and objectives are identified, and appropriate changes recommended to you. Reviews ensure you stay on track to meet your ongoing financial needs and objectives.