We offer a range of policies for individuals, families, & businesses
Who we are
Led by Tracy Beirne, we are a team of creative, passionate, Qualified Financial Advisers, who bring a real human, purposeful view to how we engage with our clients. Our main objective is to listen and to understand your circumstances so we can take all the aspects of your life into account when working with you to establish a financial plan.
We’ll help you understand how prepared you are for the bumps that life presents, the future expenses you’re likely to encounter and making sure you have a nice nest egg so you can be excited and not terrified about the prospects of retirement down the line.
key life challenges to overcome
solutions available to help you reach your goal
Satisfied clients on the path to financial freedom
Tailored to You
Everyone’s life is different. We aim to understand your path, so we can help you choose the solutions that best suit your needs.
What We Offer
We offer a range of solutions to help you acheive your financial goals. From protection for the things you’ve already worked hard for, to planning for the things yet to come, we’ll tailor a plan that uniquely suits your circumstances.
Most lenders require Mortgage Protection, so if you die, your mortgage is cleared off. We can help get this protection in place, as well as getting you the best Mortgage rates.
We listen to your business circumstances, its structure and the dependency it has on key people. We’ll recommend the best approach to mitigate risk of illness / death of key people.
With deposit rates as they are currently, your effectively losing money as inflation is outstripping the return you make. We help you explore other options to give you a better return.
Our Team of Experts
Each of our team are Qualified Financial Advisors, with significant experience helping people protect themselves and their families.
Founder and CEO
Tracy is our lead Financial Planner. She can talk to you about any aspect of your finances, from basic financial planning and protection solutions to pensions and complex investment strategies. Tracy can help you create a plan that will help you become financially secure well into your golden retirement years.
Outside the office, Tracys passion is Golf. Whenever she gets the chance from her busy schedule she’s at her local Carrick-on-Shannon course hitting the fairways (some of the time!), and doing what she can to support her local club.
Lead Mortgage Advisor
Cassie is our Lead Mortgage Advisor. With over 20 years experience dealing with mortgages, Cassie has the deepest knowledge about the mortgage space of all our advisors, and particularly strong when it comes to helping you understand what you can save by switching your mortgage.
Cassie just loves crime programmes… The Fall, Breaking Bad, The Wire, you name it. She has a passion for solving problems and figuring out whats coming next, which comes in handy in helping people who might be having issues getting a mortgage.
Start the Conversation
Planning for the future to ensure you and your family are financially comfortable is what we do. The first step is a quick conversation to understand your circumstances and what you'd like for your family in a range of different scenarios.
Arrange a quick conversation at a time that suits below.