We will help you identify, achieve and maintain your goals.

Our LifePlan financial planning service helps you to understand what is most important to you in life
and why it’s important. We will help you to identify what needs to be in place to maintain the
lifestyle you and your family want. Our approach looks at where you are at today and where you
want to be in the future. We then put together the LifePlan (financial plan) that helps you get there.

As personal and financial circumstances will change over time, our annual review meetings will help
you stay on track.

For more information on the stages of the LifePlan process please click here.

* Financial Planning & Cash Flow modelling are activities not regulated by the Central Bank of Ireland

Don't take our word for it...

“Rory Brazil has looked after my pension and investment requirements since 2005.  I have always found Rory professional, reliable and knowledgeable.  I have and will continue to recommend Rory Brazil to business associates and friends.”

John O’Brien John O’Brien Clothing, Textile & Sportswear Consultant

Let us help you...

Send us a request to further discuss our available plans

or call us on 086 8247542