Independent financial advice for Irish business owners
CFP Certified Financial Planner
Regulated by the Central Band of Ireland
20 Years Experience
Irish Pension Awards 2024 Financial Advisor of the Year
Investwise is a fee-based financial advisor helping
Irish business owners build a clear financial plan.
Built the business.
Made the money.
Making the most of it.
The business is doing well.
But for many owners, the personal side of things gets left behind.
Pensions are in one place. Investments are somewhere else. Cash builds up in the business and financial decisions keep getting pushed down the road because there’s never really time to stop and look at the bigger picture.
We help Irish business owners put a proper plan around their wealth so they can feel more organised, more confident and clearer about where they’re heading long-term.
Investwise is a nationwide financial advisory firm regulated in Ireland. We work on a fee basis, which means we’repaid for our advice rather than commissions from financial products.
Most clients come to us looking for clarity.
They want to understand what they have, what they should be doing next and how to make better decisions around pensions, investments and long-term financial security.
Our role is to bring everything together into one practical plan that makes sense for your life and goals.
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Understand their full financial position clearly
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Put structure around pensions and investments
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Make informed financial decisions with confidence
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Build long-term wealth more strategically
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Create greater security and flexibility for the future
Putting a clear long-term strategy around your finances, business wealth and future plans.
Helping you make better decisions around pensions, retirement and tax-efficient planning.
Building investment strategies designed around long-term growth and financial stability.
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You’ve built wealth of €500k+
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A lot of your money is still sitting in the business or in cash
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Your finances feel spread out or unclear
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You know things could probably be structured better
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You want independent advice without being sold products
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You haven't had the time to properly organise everything
We get an understanding of your business, current financial position and what you’re trying to achieve long-term.
We look at your pensions, investments, business assets, and current structures to identify opportunities and gaps.
We build a practical financial planning and wealth management strategy tailored to your situation.
You receive a straight forward road map designed to help you make better long-term financial decisions.
No jargon.
No pressure.
No product pushing.
Just practical financial advice designed around your goals.
A fee-based advisor is paid directly for advice rather than earning commissions from selling financial products. This helps keep the advice independent and focused on your interests.
Yes. We help clients structure pensions, investmentsand long-term financial plans.
If you want clearer financial direction and more joined-up approach to managing your wealth, we'd be happy to have a conversation.
Answer one quick question so we can understand what you want to get sorted before we speak.
Our service is specifically designed for business owners and directors managing complex personal finances alongside a growing company.
If your situation changes, or if you'd like to talk it through, we're always happy to have an honest conversation.
Based on your answers, there's a lot here we can help with.
Pop your details below, choose a meeting time, and we’ll send everything through to the team.