Book Your 1-1 Consultation With an Ask About Wealth Partner
Price: There is no cost for the initial meeting
There are over 2,000 financial advisors in Ireland and we believe most are biased, incentivised by commission based products. In addition to this, we believe the level of sophistication needed for high earners is not met by most firms in Ireland.
While these firms may be fine for the average earner in Ireland, it leaves a gap for high earners and high net worth individuals who need specific expert advice and financial services to meet their demanding goals.
Please note: This consultation is not for once specific issues, but rather for individuals that are looking for a long term quality financial advisor.
Who is it for consultation?
For individuals with clear goals, our Ask About Wealth Partner Advisor is a practical approach to wealth and investment management. Whether you're looking to explore tax-saving opportunities, understand specific financial products, or make informed decisions about your next steps, this consultation is designed for those who are looking to minimise their taxes and grow their wealth.
Our Ask About Wealth Partners are unbiased experts who tailor their services to High Earners.
This service is ideal for individuals who:
→ Gross income of greater than >€150,000 annually or
→ Have own company turnover of >€150,000 and/or
→ Hold liquid assets or a pension worth €500,000.
If one of the above criteria is not met then unfortunately a consultation will not be possible.
How do I book and what happens next?
After booking using the link on this page, we will collect specific information about your situation, then with 2-3 working days you will receive an introduction to an Ask About Wealth Partner.