Certified Financial Planning Made Simple
Life's full of big decisions, career changes, family plans, dreams of retirement and even a holiday next year. Your finances should be ready for them. Financial Planning Matters gives you a clear plan so you can make confident decisions and stress less about your financial future.
Financial Planning Tailored to You.
Founded by Niall O'Connor, our ambitious and expert team offers a fresh approach to financial planning in Ireland. Each member of our team has a genuine passion for helping others and we pride ourselves on an individual 1:1 service.
We are here to help you navigate the moments that matter most- whether that's planning for retirement, funding your children's education, buying a home, managing an inheritance, or simply making smarter decisions with your money. Whatever your goal or life stage, we will work with you to build a plan that's personal to you.
Your finances can feel overwhelming. We get it.
Life gets busy and priorities shift. We are here to listen and build a plan that gives you real confidence in your future.
Complete Financial Planning to Help You Achieve Your Life and Financial Goals
Expert Guidance for Every Stage of Life
We are here to listen, support you and help you move forward with clarity and confidence.
-
![starting a family, family financial planning, family savings plan, family wealth management, family protection, family protection plan, niall planning]()
Starting a Family
Managing finances during that period,pension finances, revolve it around female takes a maternity leave for 6 months so pension contributions stop for a woman impacting thier pension. Include sentence family is protected. Familys future. Securing familys future.
-
![retirement age 2026, athletes that came out of retirement, retirement planning advisor, what is fire retirement plan, rule of 72]()
Approaching Retirement
Retirement should feel exciting, not stressful. We will help you maximize your pension and build a clear plan for the years ahead
-
![planning business exit strategy, financial and wealth management advice on business exit planning, business exit strategy planning]()
Business Exit Strategy
Stepping away from your business should reward the years you've invested in it. The right exit strategy protects your value, minimises your tax liability, and secures your personal financial future, whether you're selling, transferring to family, or gradually stepping back.
We help business owners structure their exit for financial efficiency, tax optimisation, and long-term wealth security
-
![redundancy ireland, redundancy payments ireland, financial planning for career break ireland ireland, redundancy entitlements, statutory redundancy]()
Redundancy & Career Change
A career change, planned or not, can be unsettling. We will help you navigate the financial side so you can focus on what's next.
-
![Divorce & Separation]()
Divorce & Separation
Separation is never easy. We offer calm, practical financial guidance to help you move forward with stability and independence.
-
![Inheritance & Sudden Wealth]()
Inheritance & Sudden Wealth
Receiving an inheritance or sudden wealth requires careful, informed decisions. Whether it's managing tax, investing wisely, or securing funds for future generations, we help you protect and grow your wealth from day one.
We Provide Expert Advice
To Global Professionals & Executives
Trusted Partnerships
We work with some of the top Insurance and Financial Investment companies in Ireland:
