Retirement Accounts

Your Financial Future

Planning for your financial future is one of the key pillars of our company. Work with us to aim for financial independence and a flourishing retirement plan. Whether you want to retire early or find the best pension plan in Ireland, we cover the full lifecycle of your wealth management.

Retirement planning is more than just tax efficiency. What is your overall retirement strategy? It is the norm for high net-worth individuals to have built up multiple pension and other investments, but are you getting the most out of your investments and how are they playing into your retirement strategy? Take the worry out of it, and work with our financial planners. Are you a business owner? Did you know that you could extract the goodwill from your company to accelerate financial independence. 

 

Type of retirement accounts:

PRSA’S

A Personal Retirement Savings Account (PRSA) offers value for money, flexibility and convenience. Crucially you can manage the best way to invest in your retirement plan and we can help you maximise that investment.

Personal Pensions

This option is for those in self-employment or in non-pensionable employment. It can be easy for entrepreneurs to get caught up in the day-to-day of running their personal empire, and let financial planning fall to the wayside. At Walfrid Private, we understand how busy you are and want to work with you to make the most of your finances. 

Executive Pensions

This is for company or executive directors who want to plan for retirement while maximising their investment. Planning for your financial future is crucial to ensure issues don’t arise around early retirement or estate planning.

Company Pensions

Most people in employment will have some sort of corporate pension plan, where the company contributes alongside the employee for retirement. Many people don’t realise that this can be maximised and used alongside other forms of investment. We know the ins and outs.

Personal Retirement Bonds

These are paid-up pension plans from previous employments that you choose to control. By taking control of these bonds you are setting yourself up for financial independence. The Walfrid Private financial advisors work with clients to make the most out of these bonds. These can be accessed from the age of so subject to criteria. 

 

Would You Like To Know More?

Our Team Of Experts Are Here to Help