You’re considering a new investment opportunity, and you want to ‘do it right.’
Introducing The Wealth Builder
We'll help you understand how today’s decisions impact your future financial position and we’ll guide you toward the most tax-efficient approach for your unique situation.
Maybe you’re thinking about your financial legacy or planning for retirement - after all, you can’t work forever.
Or perhaps you’ve received a generous gift or inheritance and want to protect it for your family’s future.
Whatever your situation, The Wealth Builder process will help you choose the right investment structure, whether personal or corporate, and navigate key decisions - like bringing family members in as co-owners and planning for future gifts or inheritances.
It’s important to understand the tax implications at every stage: when you invest, as you manage it year by year, and when the time comes to exit or pass it on. We’ll make sure you have a clear picture of your options so you can move forward with confidence.
We understand that every client’s needs are unique, so our fees are based on your specific circumstances.
Here's how our Wealth Builder process works:
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In this online meeting, we’ll discuss your investment goals, tax considerations, and key practicalities.
Fee: €550 (VAT incl.) -
We’ll gather all relevant details, provide a detailed written report with tax advice and recommendations, and follow up with a meeting to go through everything.
Fee: From €2,800 (VAT incl.) -
Your investment may require tax returns - both at the time of investment and on an annual basis throughout its lifetime. We’re here to take the hassle out of tax compliance by managing these returns for you.
During the planning phase, we’ll provide a separate fee estimate tailored to your specific needs.
Let us handle the details so you can focus on making the most of your investment.
Joey Boland, Physio-Led Corporate Wellness