Financial Planning
All Financial Success Comes From Acting On A Plan. A Lot Of
Financial Failure Comes From Reacting To The Market.
Nick Murray
An Integrated Approach to Wealth Management
Successful investing is goals focused underpinned by a robust and personalised financial plan. At Garrison we will take time to get to know you, your family and your goals in order to build your comprehensive financial life plan.
Modern life can place significant demands and pull you in different directions, and it’s not always easy to find time to plan for the future. That’s why our experienced team of professionals makes the financial planning process as simple and streamlined as possible. Your financial plan is designed to safeguard and grow your wealth by integrating your goals, investments, taxes, insurance, retirement, and estate plans.
As your trusted advisor we provide regular reviews and modifications, ensuring that your financial plan stays current, dynamic and on course to achieve your goals.
Initial Steps
We will arrange a free consultation without obligation at our offices in Dublin City Centre, or virtually if preferred, where we can discuss your current financial and personal circumstances, and understand what matters to you. We can also explain our services in greater detail, and if necessary review your finances and identify whether there are any gaps in your current arrangements.
From there the process flows as follows:
Build your goals based financial plan
Implement key action points
Monitor and review to ensure you remain on track