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.

Michael Geoghegan Agathos Financial

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WE HELP PEOPLE
WHO ARE

PROPRIETARY DIRECTORS

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INVESTORS

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30's AND 40's who need structure

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Young Couple

APPROACHING RETIREMENT

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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.

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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

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Legal

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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

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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)

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

PERSONAL
FINANCE

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MICHAEL ON
COMPANY FINANCE

PERSONAL
FINANCE

MICHAEL ON
COMPANY FINANCE

PERSONAL
FINANCE

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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:

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BrettDavidson

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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

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