WE ARE AGATHOS FINANCIAL PLANNING.
WE BELIEVE IF YOU WORK HARD
AND ARE SUCCESSFUL,
YOU DESERVE
A
HAPPY LIFE
NEVER WORRY ABOUT MONEY AGAIN.
You bring the dreams.
We bring the plan.
This is heading element
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
WE HELP PEOPLE
WHO ARE
PROPRIETARY DIRECTORS
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
INVESTORS
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
30's AND 40's who need structure
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
APPROACHING RETIREMENT
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
MICHAEL GEOGHEGAN
YOUR PERSONAL
WEALTH MANAGER
You work hard, therefore your deserve financial freedom.
We help manage, educate and guide you to your financial goals.
WE BELIEVE
YOU DESERVE
FINANCIAL FREEDOM
FOR LIFE
You bring the dreams.
We create your plan.
This is heading element
You are successful, you deserve a happy life, family, home, business, funds.
You bring your dreams.
We turn them into plans.
PROCESS
FINANCIAL
PLANNING
FOR LIFE
1
GETTING STARTED
You are young recently married with mortgages, young family & perhaps staring a business. This is probably the first time you have considered managing your finances. I will take you through some budgeting, risk management & basic tax efficient saving techniques.
2
ACCUMULATE WEALTH
You have the basics in place, and now you want to build on that solid foundation. You will want to maximise & protect the return from your business or practice. I will help you identify & manage associated risks, invest wisely and tax-efficiently & help you achieve your objective of accumulating wealth for the future.
3
ENJOY YOUR MONEY
You are now thinking about one day taking the time to enjoy the wealth you have accumulated. You are approaching the point of retirement and have some big decisions to make. I will work with you to ensure that you can access your accumulated wealth in the most tax efficient manner & set it up in an easily managed portfolio generating regular, reliable income into the future.
4
FINISH WELL
As you reach later life, I will work with you to put in place the most appropriate long-term care requirements. We will ensure that your assets are transferred to the next generation according to your wishes. Utilise the most tax efficient manner in passing money to your family, while ensuring that you make the most of the time you have left.
Solutions We Provide
I am text block. Click edit button to change this text.
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Legal
I am text block. Click edit button to change this text. I am text block.
Legal
I am text block. Click edit button to change this text. I am text block.
Legal
I am text block. Click edit button to change this text. I am text block.
Legal
I am text block. Click edit button to change this text. I am text block.
Legal
I am text block. Click edit button to change this text. I am text block.
Legal
I am text block. Click edit button to change this text. I am text block.
Legal
I am text block. Click edit button to change this text. I am text block.
Legal
I am text block. Click edit button to change this text. I am text block.
PROCESS
FINANCIAL
PLANNING
FOR LIFE
1
GETTING STARTED
You are young recently married with mortgages, young family & perhaps staring a business. This is probably the first time you have considered managing your finances. I will take you through some budgeting, risk management & basic tax efficient saving techniques.
2
ACCUMULATE WEALTH
You have the basics in place, and now you want to build on that solid foundation. You will want to maximise & protect the return from your business or practice. I will help you identify & manage associated risks, invest wisely and tax-efficiently & help you achieve your objective of accumulating wealth for the future.
3
ENJOY YOUR MONEY
You are now thinking about one day taking the time to enjoy the wealth you have accumulated. You are approaching the point of retirement and have some big decisions to make. I will work with you to ensure that you can access your accumulated wealth in the most tax efficient manner & set it up in an easily managed portfolio generating regular, reliable income into the future.
4
FINISH WELL
As you reach later life, I will work with you to put in place the most appropriate long-term care requirements. We will ensure that your assets are transferred to the next generation according to your wishes. Utilise the most tax efficient manner in passing money to your family, while ensuring that you make the most of the time you have left.
Solutions We Provide
I am text block. Click edit button to change this text.
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
FAMILY INCOME
PROTECTION
Life
Assurance
Term Life Insurance
Life Long Insurance
Simple Life Insurance
Health Insurance
Income
Protection
Family Protection Cover
Serious Illness Cover
Max Benefit now €250k
Mortgage Protection
Savings +
Investments
College Funds
Tax Efficient Savings Plans
Lump Sum Investments
Private
Pensions
Defined Contribution
Group Schemes
AVC Annual Allowances
PRSA’s
FINANCIAL INVESTMENT
AND SAVINGS
WEALTH PRESERVATION
Assess risk vs return
Appropriate investments matched to life stage and circumstance
LUMP SUM INVESTMENT
Portfolio Investment
Bespoke Solutions
Multi Asset Portfolio’s
LONG TERM SAVINGS
Assess desired returns
Period of time involved
Access to cash
Lump sum
Monthly payments
TRACKER
BONDS
Have at least €10k to invest
Are under 75 years of age
Invest for set time without access
PRE AND POST
RETIREMENT PLANNING
RETIREMENT PLANNING
Retirement lump sums, annuities, re-investing, taxable cash
Pre & Post retirement plans
Self invested fund options
Appropriately structured retirement funding
PENSION MANAGEMENT
(ARF) Approved retirement funds
Pension products
Investment advice
PRSA’s (Personal savings retirement account)
ASSET WEALTH TRANSFER
Minimisation of taxation
Threshold limit advice
TRUST & ESTATE PLANNERS
Wealth management
Asset distribution
BUSINESS FINANCIAL
PLANNING
PARTNER INSURANCE
Business Continuity Protection
Shareholder Protection
FUND
WITHDRAWL
Tax efficient cash drawdown
Appropriate use of capital
COMPANY
PENSION
Business pension scheme
Irish life executive pension plans
Pension tax relief advice
AVC’s (Additional voluntary contributions)
CORPORATE INVESTMENT
Investment of profits
Lump sum investment
OUR CLIENTS JOURNEY
TO FINANCIAL FREEDOM
1
EVALUATION MEETING
2
GOAL SETTING
3
INVESTMENT PLAN
4
IMPLEMENTATION
5
EVALUATION
BOOK
AN EVALUATION MEETING
WITH MICHAEL
– no fee for initial consultation –
CONTACT US BY
PHONE:
01 2907808
MOBILE:
087 2663530
EMAIL:
info@agathosfinancial.ie
OR FILL IN THIS FORM
BOOK
AN EVALUATION MEETING
WITH MICHAEL
– no fee for initial consultation –
CONTACT US BY
PHONE:
01 2907808
MOBILE:
087 2663530
EMAIL:
info@agathosfinancial.ie
OR FILL IN THIS FORM
BOOK
AN EVALUATION MEETING
WITH MICHAEL
– no fee for initial consultation –
CONTACT US BY
PHONE:
01 2907808
MOBILE:
087 2663530
EMAIL:
info@agathosfinancial.ie
OR FILL IN THIS FORM
BOOK
AN EVALUATION MEETING
WITH MICHAEL
CONTACT US OR – FILL IN THIS FORM
PHONE:
01 2907808
MOBILE:
087 2663530
EMAIL:
info@agathosfinancial.ie
ADDRESS:
Suite 103,
4/5 Burton Hall Park,
Burton Hall Road,
Sandyford,
Dublin 18
HOURS:
Mon-Fri 9am to 6pm
BOOK
A MEETING
WITH MICHAEL
(No fee for initial consultation)
CONTACT US OR – FILL IN THIS FORM
PHONE:
01 2907808
MOBILE:
087 2663530
EMAIL:
info@agathosfinancial.ie
ADDRESS:
Suite 103,
4/5 Burton Hall Park,
Burton Hall Road,
Sandyford,
Dublin 18
HOURS:
Mon-Fri 9am to 6pm
FINANCIAL
PLANNING
FOR LIFE
1
GETTING STARTED
You are young recently married with mortgages, young family & perhaps staring a business. This is probably the first time you have considered managing their finances. I will take you through some budgeting, risk management & basic tax efficient saving techniques.
2
ACCUMULATE WEALTH
You have the basics in place, and now you want to build on that solid foundation. You will want to maximise & protect the return from your business or practice. I will help you identify & manage associated risks, invest wisely and tax-efficiently & help you achieve your objective of accumulating wealth for the future.
3
ENJOY YOUR MONEY
You are now thinking about one day taking the time to enjoy the wealth you have accumulated. You are approaching the point of retirement and have some big decisions to make. I will work with you to ensure that you can access your accumulated wealth in the most tax efficient manner & set it up in an easily managed portfolio generating regular, reliable income into the future.
4
FINISH WELL
As you reach later life, I will work with you to put in place the most appropriate long-term care requirements. We will ensure that your assets are transferred to the next generation according to your wishes. Utilise the most tax efficient manner in passing money to your family, while ensuring that you make the most of the time you have left.
This is heading element
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
PROCESS
FINANCIAL
STAGE PLANNING
FOR LIFE
1
GETTING STARTED
You are young recently married with mortgages, young family & perhaps staring a business. This is probably the first time you have considered managing their finances. I will take you through some budgeting, risk management & basic tax efficient saving techniques.
2
ACCUMULATE WEALTH
You have the basics in place, and now you want to build on that solid foundation. You will want to maximise & protect the return from your business or practice. I will help you identify & manage associated risks, invest wisely and tax-efficiently & help you achieve your objective of accumulating wealth for the future.
3
ENJOY YOUR MONEY
You are now thinking about one day taking the time to enjoy the wealth you have accumulated. You are approaching the point of retirement and have some big decisions to make. I will work with you to ensure that you can access your accumulated wealth in the most tax efficient manner & set it up in an easily managed portfolio generating regular, reliable income into the future.
4
FINISH WELL
As you reach later life, I will work with you to put in place the most appropriate long-term care requirements & that your assets are transferred to the next generation according to your wishes & in a tax efficient manner in passing money to your family, while ensuring that you make the most of the time you have left.
PROCESS
FINANCIAL
STAGE PLANNING
FOR LIFE
1
GETTING STARTED
You are young recently married with mortgages, young family & perhaps staring a business.
This is probably the first time you have considered managing your finances. I will take you through some budgeting, risk management & basic tax efficient saving techniques.
2
ACCUMULATE WEALTH
You have the basics in place, and now you want to build on that solid foundation.
You will want to maximise & protect the return from your business or practice. I will help you identify & manage associated risks, invest wisely and tax-efficiently & help you achieve your objective of accumulating wealth for the future.
3
ENJOY YOUR MONEY
You are now thinking about one day taking the time to enjoy the wealth you have accumulated.
You are approaching the point of retirement and have some big decisions to make. I will work with you to ensure that you can access your accumulated wealth in the most tax efficient manner & set it up in an easily managed portfolio generating regular, reliable income into the future.
4
FINISH WELL
As you reach later life, I will work with you to put in place the most appropriate long-term care requirements.
We will ensure that your assets are transferred to the next generation according to your wishes. Utilise the most tax efficient manner in passing money to your family, while ensuring that you make the most of the time you have left.
PROCESS
FINANCIAL
STAGE PLANNING
FOR LIFE
1
GETTING STARTED
You are young recently married with mortgages, young family & perhaps staring a business.
This is probably the first time you have considered managing your finances. I will take you through some budgeting, risk management & basic tax efficient saving techniques.
2
ACCUMULATE WEALTH
You have the basics in place, and now you want to build on that solid foundation.
You will want to maximise & protect the return from your business or practice. I will help you identify & manage associated risks, invest wisely and tax-efficiently & help you achieve your objective of accumulating wealth for the future.
3
ENJOY YOUR MONEY
You are now thinking about one day taking the time to enjoy the wealth you have accumulated.
You are approaching the point of retirement and have some big decisions to make. I will work with you to ensure that you can access your accumulated wealth in the most tax efficient manner & set it up in an easily managed portfolio generating regular, reliable income into the future.
4
FINISH WELL
As you reach later life, I will work with you to put in place the most appropriate long-term care requirements.
We will ensure that your assets are transferred to the next generation according to your wishes. Utilise the most tax efficient manner in passing money to your family, while ensuring that you make the most of the time you have left.
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
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,
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
WHAT PENSION AUTO ENROLMENT MEANS FOR YOU?
Ireland has a looming retirement crisis, both in its state-funded pension schemes and also in its private sector pension schemes. Something will have to “give” in the not too
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,
5 QUESTIONS TO ASK A DECADE FROM RETIREMENT
– don’t miss the free e book at the end of this post! – Everyone gets to that point in their career where they start to see the working
WHAT EXACTLY IS LIFESTYLE FINANCIAL PLANNING?
To form your plan, we start at the end with your life goals, and work our way back… In a nutshell, lifestyle financial planning has turned personal financial advice
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
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,
Agathos Financial Planning
- At Agathos Financial Planning we believe that professional financial advice can add significant value to individuals & businesses. We can provide a comprehensive ongoing review service that is designed to add real value for our clients.
- As your partner in building wealth & security, we focus on ways to help you live the life you want to live. By engaging Agathos Financial Planning you assure yourself of regular financial checkups & access to new ideas brought to you by our Agathos Financial Planning team. Choosing a financial partner is one of the most important decisions you will ever make so take your time, choose wisely, & we hope we can earn the right to work with you in the future.
The Agathos Financial Planning Partner Service
- An Annual Review meeting: A complete review of your financial strategy
- Unlimited telephone & email access to your adviser
- Unlimited face-to-face access to your adviser between review dates
- The 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 advisers. Recommending other suitable professionals as the need arise
- The Portfolio Construction Service: Utilising a Scientific Risk Profiling Methodology. Design of suitable Asset allocation. Portfolio Design & Construction.
- The Portfolio Management service: Online access to Portfolio valuations. Portfolio monitoring. Re-structuring & re-balancing as appropriate. Written Portfolio valuations on request
- The priority Response Service: Phone calls & emails returned in 24 hours
- The remove the hassle Service: Taking the complexity & hassle out of administering your Financial Life
- The Second Opinion Service: Making ourselves available to consider new ideas from whatever source
- The Inheritance tax & estate planning service: Identify & maximise reliefs available in conjunction with Accountant & Tax Advisers
- The taxation Planning Service: In conjunction with your Accountant & other taxation advisers.
- The Pension Service: Pensions Advice. Pensions Review & Consolidation. Developing appropriate pension structures
- The Passing on Business Assets Service: Business exit strategies. Developing a Business exit plan. Retirement & Entrepreneur Relief
- The Business Protection Service: How to evaluate & cover off risks to Business
- The Company Investments Service: Identifying alternate investment options
What are the products/mechanisms?
- My typical client ranges in age from 30 upwards. Lives become more complicated from about 30 as people accumulate more wealth & responsibility & require more guided advice. Irrespective of age & net worth, individuals & their families have short & long-term financial goals with finances more complicated than they realise & with risks & challenges they haven’t even recognised. For this reason, I segregate my clients broadly into the following categories.
- These are the clients I want to talk to:
Click on the name below to open the PDF of the text above in it’s original layout
BrettDavidson
LATEST NEWS
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 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
LATEST NEWS
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 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
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,
5 QUESTIONS TO ASK A DECADE FROM RETIREMENT
– don’t miss the free e book at the end of this post! – Everyone gets to that point in their career where they start to see the working
LATEST NEWS
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
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
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,
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
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
5 QUESTIONS TO ASK A DECADE FROM RETIREMENT
– don’t miss the free e book at the end of this post! – Everyone gets to that point in their career where they start
LATEST NEWS
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 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
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,
5 QUESTIONS TO ASK A DECADE FROM RETIREMENT
– don’t miss the free e book at the end of this post! – Everyone gets to that point in their career where they start to see the working