Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services.
Roban Financial work with your Accountant, Tax Consultant & Solicitor where appropriate to manage your wealth.
The objectives are two fold; to ensure your wealth continues to be invested appropriately for you dependant on your long term objectives and risk profile and secondly to ensure that a suitable Business & Personal Succession Plan is in place ensuring smooth transition of your business affairs and hand over of personal assets to your dependants in a tax efficient manner.
Roban Financial believe in Diversification and Portfolio Monitoring & Rebalancing to ensure your long term objectives are met.
Pension Planning is imperative where such wealth is a factor and we work with many clients in this regard. The Irish retirement regime is one of the most liberal and innovative in the world. Coupled with that is the fact that over 90% of all businesses in Ireland are small or medium sized enterprises, run by owner-directors. For the owner-director a Small Self-Administered Pension (SSAP)* could be an option for retirement planning. If you would like to discuss this option, please contact us.
Please note that the provision of a SSAP does not require licensing, authorisation, or registration with the Central Bank and, as a result, it is not covered by the Central Bank’s requirements designed to protect consumers or by a statutory compensation scheme.