Health and Wellbeing

Are you leaving your finances to chance?

Take control with a Financial Plan

We’re all different…..

    …. but advice should always fit !

Our services

We provide a comprehensive financial advisory and taxation service to Facebook staff members in Ireland. A sample menu of services available to Facebook staff are:

  • A comprehensive 1:1 financial and tax advisory service (1 hour).

Providing answers “on the spot” to any financial and taxation queries raised by the Facebook staff member.

  • Preparation of Irish Taxation Return to include RSU’s, dividend income, exercise of stock options (1 hour).
  • Budgeting – Making your money work harder for you (1 hour).
  • Rent or Buy? What are your options and how can you get onto the property ladder? (1 Hour)
  • Financial Plan – Preparing a comprehensive financial plan complete with budgeting analysis, summary report and cash flow forecast (3 Hours)

 Why work with us ?

Independent

Multi-Disciplinary Practice

Tax Compliance & Consultancy Financial Wellness (bespoke programs) Lifestyle Financial Planning & Coaching

Advice, specific to your needs