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Wealth Management

Managing over €80m of client funds and helping over 600 clients.
Unlock Your Financial Potential With Our Bespoke Financial Consultancy Services

Wealth Management

Managing your money wisely is essential for a secure and comfortable life. Whether you’re just starting to save or have already built up some wealth, understanding the basics of wealth management can help you make the most of your money.

Wealth management is all about making smart decisions with your money. It’s not just about saving or spending — it’s about creating a plan to grow and protect your money over time. This includes everything from budgeting and saving to investing and planning for the future.

Assets Management with Kinetic Financial Advice Ireland

The Key Components of Wealth Management include:

Investing

Investing is a powerful tool for growing your wealth over time. When you invest, you put your money into something like stocks, bonds, or real estate with the hope that it will increase in value.  Investing can be a great way to grow your money.

Planning for the Future

Wealth management is also about planning for the future. This includes setting long term goals and figuring out how to achieve them.
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Retirement Planning

One of the most common goals is saving for retirement.
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Education Planning

If you have children saving for education can be a crucial part of your financial plan.
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Estate Planning

Estate planning involves deciding what will happen to your money and assets after you pass away. This can include creating a will, setting up trusts, and making decisions about who will inherit your wealth.

A financial advisor can help you create a wealth management plan that fits your needs and goals.

Speak To One Of Our Qualified Advisors Today
Book Financial Review Call

What Does The Review Cover?

Financial Planning

The Kinetic Review is our trademark formula for forecasting your financial future – and identifying changes that need to be made now to improve your financial position.

Public Sector Pensions

We often meet with public sector employees who are not even sure which pension scheme they are in.

Often, employees could have breaks in service or received pension contribution refunds.

Visit our sister site MadeSimple.ie for expert information in Irish Public Sector Pensions

Visit our sister site MadeSimple.ie for expert information in Irish Public Sector Pensions

AVCs (Additional Voluntary Contributions)

(AVCs) are contributions that you can make in addition to your normal contributions to an occupational pension scheme in the public or private sector to increase your retirement benefits.

Savings and Investments

We offer a variety of different investment and saving options depending on the level of risk you are comfortable with.

Life Insurance

Nobody likes to think about the worst happening, but death is a fact of life.

It’s a good idea to have a plan in place to protect your loved ones financially in the event of your death.

Meet The Team

Meet the Team

Kinetic is proud to have a qualified team that you can trust with your finances.

Managing over €80m of client funds and helping over 600 clients, our team have over 90 years experience in realising clients’ financial potential.
Click Here To Meet The Team >>

“

Really great service, thanks for the advice it is very appreciated.

Norma Pratt
“

Excellent presentation, well explained, well informed.

Paula Dunne
“

Really helped me to understand what my situation was and what the best course of action was. I couldn't recommend the service any higher.

Eoghan Moloney
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Fantastic service provided by experts in the field.

Emma Kavanagh