ABOUT US

“You work hard, therefore you deserve financial freedom.
We help manage, educate and guide you to your financial goals.”

Agathos Financial Logo In Purple

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

Michael Geoghegan Dublin Finance Adviser Png
MICHAEL GEOGHEGAN CLife

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.

MICHAEL GEOGHEGAN Punch

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.

MICHAEL GEOGHEGAN DFAffairs

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

Michael Geoghegan Finance Adviser Dublin

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.

LINKEDIN

To connect with Michael on Linkedin just click the icon.

BOOK A
MEETING
WITH MICHAEL

– no fee for initial consultation –

CONTACT US BY

PHONE:
01
2907808

PHONE:

MOBILE:
087
2663530

MOBILE:

EMAIL:
michael [at]
agathosfinancial [dot] ie

OR SUBMIT THIS
BOOKING FORM

MICHAEL ON
COMPANY FINANCE

PERSONAL
FINANCE

Horse Race
mm

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

Read More »
Horse Race
mm

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

Read More »


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.

REQUEST A
CALL BACK