FINANCIAL
FREEDOM
FOR LIFE
You bring the dreams.
We bring the plan.
Free gift at end of page!
what WE BELIEVE
“IF YOU WORK HARD,
AND ARE SUCCESSFUL,
YOUR REWARD SHOULD BE,
FINANCIAL SECURITY FOR LIFE.”
Michael Geoghegan
VIDEO DURATION: 1 min 52 seconds
For over 18 years,
Michael Geoghegan has turned
Ireland’s successful into the rich.
The rich into the wealthy.
And ensured their wealth spans generations.
how we help
We help financially successful people to;
– MAXIMISE THEIR INCOME/ASSETS –
&
– MINIMIZE THEIR TAX –
So they can have all they deserve in life.
VIDEO DURATION: 67 seconds
For example…
This is Frank, husband, father, grandfather,
successful entrepreneur,
he plans to retire in 10 years time…
who we help
OUR MISSION IS TO HELP PEOPLE SECURE THEIR FINANCIAL FUTURE. BRINGING PEACE OF MIND, CONTROL AND CERTAINTY TO LIFE.
PROPRIETARY AND COMPANY DIRECTORS
You have the basics in place, and now you want to build on that solid foundation.
- Developing a comprehensive Business Protection Service: How to evaluate & cover off risks to business
- Developing appropriate pension structures; pension review & consolidation & pension tax relief advice
- Portfolio design & construction of most suitable asset allocation utilising Scientific Risk Profiling Methodology
- Portfolio Management Service; Providing on-line access to Portfolio valuations. Ongoing Portfolio monitoring & re-structuring & re-balancing as appropriate
- Company Investment Service: Identifying alternate investment options
THOSE APPROACHING RETIREMENT
You are now thinking about one day taking the time to enjoy the wealth you have accumulated.
- Passing on Business Assets – Tax Efficient Business exit strategies
- Developing a Business exit plan
- Retirement & Entrepreneur Relief
- Full range of Portfolio Design & Management as for Propriety & Company Directors
- Providing regular written Portfolio valuations & additional updates on request
THOSE POST RETIREMENT
As you reach later life, I will work with you to put in place the most appropriate long-term care requirements.
- Ensuring that your Retirement Fund is structured to provide regular & reliable income for life
- Ensure the Portfolio is appropriate & easily managed
- Provide for emergencies and long-term care requirements
- Developing appropriate Inheritance Tax & Estate Planning Service
- Identify & maximise reliefs available in conjunction with Accountant & Tax Advisors
NEW ENTREPRENEURS
You are young and may be recently married with mortgages, young family & perhaps staring a business.
- An Annual Review Meeting: A complete review of your financial strategy
- A Taxation Planning Service in conjunction with your Accountant & other taxation advisors
- Providing a Professional Service & ensuring that everyone on your financial team provides advice in a co-ordinated & professional way
- Providing strategic updates to your Accountant & other professional advisors
- Priority response service Phone calls & emails returned in 24 hours
YOUR SIX STEPS
TO FINANCIAL
SECURITY
We begin at the end,
with your goals,
and work our way back...
1
DISCOVERY
MEETING
Contact us to book a discovery meeting. Here you will meet Michael in our office or yours and discuss the financial future you wish to achieve.
2
GOAL
SETTING
If you and Michael have agreed to work together we start the process with setting clear SMART financial goals. Specific, Measureable, Achievable, Realistic, Time bound.
3
ACTION
PLAN
To achieve your goals we set out a plan of action. It details in what order and when we will execute each item in order and accordance with your wishes.
4
STEP
IMPLEMENTATION
With the planning stage complete we activate the financial strategy. Enacting policies, contacting relevant parties, set up of accounts, transfer of funds, assets.
5
ONGOING
MONITOR
Now the work is in progress, we monitor the progress and regular intervals. We measure the performance with set key performance indicators.
6
REVIEW
MEETING
We meet face to face with clients to assess your initial goals and current progress. Any strategy changes can be discussed and relevant alterations made.
BOOK A
MEETING
WITH MICHAEL
– no fee for initial consultation –
CONTACT US BY
EMAIL:
michael [at]
agathosfinancial [dot] ie
OR SUBMIT THIS
BOOKING FORM
MICHAEL ON
COMPANY FINANCE
A VIEW OF THE RECENT MARKET VOLATILITY
In the last two weeks, the markets had their first wobble in a while, driven by the rise in global bond yields. In a sense, strong job numbers in
6 PRINCIPLES OF SOUND INVESTING BY COMPANIES
Growing companies have a significant challenge on their hands today. What to do with spare cash? While many will seek out acquisition opportunities or indeed may invest in their business
HOW WELL IS YOUR COMPANY PROTECTED?
If a co-director or partner in your business died, could you compensate their estate and stay in business? Well there is insurance for just that… One area that exercises
A VIEW OF THE RECENT MARKET VOLATILITY
In the last two weeks, the markets had their first wobble in a while, driven by the rise in global bond yields. In a sense, strong job numbers in
6 PRINCIPLES OF SOUND INVESTING BY COMPANIES
Growing companies have a significant challenge on their hands today. What to do with spare cash? While many will seek out acquisition opportunities or indeed may invest in their business
PERSONAL
FINANCE
MINIMISE THE IMPACT OF DIVORCE ON YOUR FINANCIAL PLAN
A marriage breakup is usually a traumatic time. Very significant life decisions are needed about custody of children and access arrangements, and where each party will live. Often relations
WHAT ARE THE RISKS TO YOUR INVESTMENTS?
When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and
WILL YOU LEAVE MEMORIES OR A TAX BILL BEHIND YOU?
Ireland has quite a penal inheritance tax system in comparison to other developed countries, which causes these sizeable tax bills after death. However, with a little bit of planning,
MINIMISE THE IMPACT OF DIVORCE ON YOUR FINANCIAL PLAN
A marriage breakup is usually a traumatic time. Very significant life decisions are needed about custody of children and access arrangements, and where each party will live. Often relations
WHAT ARE THE RISKS TO YOUR INVESTMENTS?
When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and
a
gift
for you!
As a thank you for visiting the Agathos Financial Planning website, Michael would like you to have this free 104 page ebook!
A guide to a fulfilling retirement with real life Irish case studies.
