ABOUT US
“You work hard, therefore you deserve financial freedom.
We help manage, educate and guide you to your financial goals.”
AGATHOS:
(Greek for Honourable-Honest)
Michael Geoghegan QFA, CFP
Michael Geoghegan is the Managing Director of Agathos Financial Planning, one of Ireland’s leading financial brokerage houses.
He is a highly qualified and vastly experienced Financial Adviser and Financial Planner. A specialist in complex tax issues.
Michael’s depth of insight comes, in part from his varied and interesting career, and in part from his academic grounding.
Married to Pat & Lives in Terenure. Two grown-up boys. Enjoys travelling, playing golf, supporting Leinster rugby & Galway hurling.
His 400+ client portfolio includes;
- Clients in their 30s and 40s putting in place the structures for ongoing wealth accumulation and financial security and independence
- Proprietary Directors who need tax-efficient exit strategies
- Individuals approaching retirement seeking among other things to pass wealth to the next generation
Career Experience
Certified Financial Planner
2000 to 2013 – 13 Years
Prior to founding Agathos Financial Planning, Michael worked for many years with Canada Life as a consultant specialising in the area of corporate and private clients wealth management.
Managing Director
1990 to 2000 – 10 Years
Before Michael joined Canada Life, he spent almost a decade as the Managing Director of Punchestown. Under his stewardship, Punchestown hosted the European International Horse Trials, and working with Bord Fáilte and other stakeholders, he played a key role in the development of the Punchestown Resource.
Diplomat
1972 to 1990 – 18 Years
He was also a Career Diplomat and spent more than twenty-six years with the Department of Foreign Affairs. He was part of the Irish Permanent Representation in Brussels as Ireland joined the then European Economic Community, EEC, now the EU. He worked in the Anglo Irish section in the period leading to the signing of the Anglo Irish Agreement. He also worked on establishing and implementing the International Fund for Ireland.
EDUCATION & QUALIFICATIONS
Academic Background:
Prior to founding Agathos, he qualified as a Certified Financial Planner.
He completed an MSc in Finance in UCD, and secured a BA and MA (hons) in Legal and Political Science in UCG. He also spent a year in All Hallows Seminary where he completed year one of a BA in Philosophy and Logic.
His qualifications and his wide-ranging personal career experience at the most senior levels enable him to bring a unique perspective and wisdom to his clients’ financial planning and wealth accumulation.
My Mission:
Is to provide my clients with a professional and personal service based on;
- Transparaency
- Expertise
- Trust
Financial products can be unnecessarily complex and confusing.
It is my job to help you select only the solutions that are appropriate to your circumstances and your goals.
– CFP –
Certified Financial Planner
– QFA –
Qualified Financial Advisor
– UCD –
MSc
In
Finance
– UCD –
MSc In
Finance
– UCG –
Legal & Political Science
FASCINATION
“From early in my economic studies and through my varied career, I have been fascinated by the dynamics that shape financial markets and recognizing the patterns in pricing, products, shares, and currency, that influence value.”
SATISFACTION
“It gives me the greatest satisfaction to see people we have advised, financially secure, independent and in a position to do what they really want to do at key times in their lives.”
FEES
Clients choice: Our clients either pay us directly or we are remunerated by financial policy providers for any solutions we provide.
To connect with Michael on Linkedin just click the icon.
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.
