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Holistic Financial Planning

Financial Planning is quite simply, planning based on your own financial circumstances. Good financial planning moves you from where you are now to where you want to be.

Wealth Management

It is very hard to accumulate wealth, therefore it is essential to manage it properly. We can help you to maximize the potential of your nest egg to meet your life goals.

Investment Advice

The single most important feature of investment is to ensure that the risk profile of the investment matches the risk attitude of the client.

Retirement Planning

Preparation is the key to successful retirement planning – and it is never too early to start.

Life Assurance & Family Protection

In truth nobody really wants to think about getting sick or dying, but life is full of unexpected events and protecting your family with life assurance is one of the most important financial decisions you can make.

Business Protection

Protecting your business goes beyond insuring the premises, contents and any liability insurance. There is a risk to a business in the event of a death or serious illness of a Co-Director, Keyperson or Partner. It is possible to manage the financial risk of the premature death or serious illness of a key employee by putting in place a life insurance plan.

Inheritance Planning

Estate or Inheritance planning refers to the process of passing on your estate or inheritance in the most tax efficient manner possible. At Wallace Financial we can help you achieve this by planning well in advance and ensuring that you avail of all available reliefs and exemptions.