Schedule Appointment with True Wealth

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Wealth Management & Financial Planning for Employees, Business Owners, Directors & Shareholders.

Please choose a consultation type below to get started.

Alternatively you can freephone us directly on 1800-808-808 or reach out with a quick query to hello@truewealth.ie

Discovery Consultation (Phone)

15 minutes

- Gather a brief overview of your finances
- Assess your enquiry
- Book a follow up meeting

Pension Tracing Consultation (Zoom)

1 hour

- Assessing previous pensions
- Discussing options including PRB, Trivial Pension

Business Owner Financial Plan (Zoom)

1 hour

- Executive Income Protection
- Wealth Extraction
- Entrepreneurial Tax Relief
- Key Person Insurance

Employee Financial Plan (Zoom)

1 hour

- Assess your employee benefits
- Maximising your tax relief opportunities
- Ensuring your Pension contributions will meet your retirement goals

Retirement Planning Consultation (Zoom)

1 hour

- Complete review of all of your pensions.
- Assess your current contributions.
- Review your fund performance against industry leading fund.
- Review your charging structures.

Mortgage Consultation (Zoom)

1 hour

Mortgage consultations for:
First Time Buyers,
Switchers,
Remortgaging,
Self Build Mortgages,
Home movers / Second time mortgage,

Buy to let mortgages,

Wealth Management Consultation (Zoom)

1 hour

- Focus on succession planning
- Ensuring maximisation of tax relief
- Section 72 planning
- Gift exemption

Savings & Investments Consultation (Zoom)

1 hour

- Review your current savings
- DIRT Tax vs CGT
- Fund performance
- Equities vs fixed term capital guaranteed funds

Protection Consultation (Phone)

30 minutes

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