Fee-based financial planning for Irish business owners
Clear plan in 3 weeks
Trusted by 100's of Irish business owners
20 years regulated in Ireland
Investwise has been featured in The Irish Times, RTÉ and Newstalk, and was named Financial Advisor of the Year at the Irish Pension Awards 2024.
Built the business.
Made the money.
Making the most of it.
The business is doing well.
But for many owners, the personal side of things gets left behind.
Pensions are in one place. Investments are somewhere else. Cash builds up in the business and financial decisions keep getting pushed down the road because there’s never really time to stop and look at the bigger picture.
Many clients come to us after speaking with different financial advisors over the years, but still feeling like nothing is properly joined up.
That’s usually when people come to us.
Investwise is a Dublin-based financial advisory firm regulated in Ireland. We work on a fee basis, which means we’re paid for our advice rather than commissions from financial products.
Most clients come to us looking for clarity.
They want to understand what they have, what they should be doing next and how to make better decisions around pensions, investments and long-term financial security.
Our role is to bring everything together into one practical plan that makes sense for your life and goals.
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You’ve some wealth
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A lot of your money is still sitting in the business or in cash
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Your finances feel spread out or unclear
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You know things could probably be structured better
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You want independent advice without being sold products
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You haven't had the time to properly organise everything
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Understand their full financial position clearly
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Put structure around pensions and investments
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Make informed financial decisions with confidence
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Build long-term wealth more strategically
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Create greater security and flexibility for the future
Putting a clear long-term strategy around your finances, business wealth and future plans.
Helping you make better decisions around pensions, retirement and tax-efficient planning.
Building investment strategies designed around long-term growth and financial stability.
We get an understanding of your business, current financial position and what you’re trying to achieve long-term.
We look at your pensions, investments, business assets, and current structures to identify opportunities and gaps.
We build a practical financial planning and wealth management strategy tailored to your situation.
No jargon.
No pressure.
No product pushing.
Just practical financial advice designed around your goals.
If you want clearer financial direction and more joined-up approach to managing your wealth, we'd be happy to have a conversation.
Answer one quick question so we can understand what you want to get sorted before we speak.
Our service is specifically designed for business owners and directors managing complex personal finances alongside a growing company.
If your situation changes, or if you'd like to talk it through, we're always happy to have an honest conversation.
Based on your answers, there's a lot here we can help with.
Pop your details below, choose a meeting time, and we’ll send everything through to the team.