At OpesFidelio Financial Planning we don’t start with the money; instead we start with you.
Before we recommend any investment proposal, we carry out a full financial review to ensure we are clear about your financial goals and objectives. We will then build a financial plan to help you achieve these goals.
Building an investment portfolio will be one element in the overall financial plan. The type of investment structure will be tailored to your unique circumstances to ensure it meets your individual requirements.
We will ensure that your money is working as hard as possible for you, while at the same time ensuring the investment strategy is in keeping with your attitude to risk. We will also assess the level of return required to achieve your financial goals.
- What’s the life you want and what will it cost?
- Can you afford the life you want, or what choices do you need to make?
- How much investment growth do you need, and are you comfortable with that level of risk?
- Which are the best products and funds to help you achieve your investment goals?
These questions above need to be answered before we look at portfolio construction. Everybody has different aspirations and goals which need to be factored in.
We do not believe that our job is finished when we have selected the structure and investment strategy. Your financial plan will change year on year as your circumstances change. We will monitor your holdings to ensure these are in keeping with these changes to ensure it is delivering your objectives.
Want to find out more?
Please contact us if you would like to discuss putting a tailored investment structure in place.
The Central Bank does not regulate Tax Advice, Qualified Recognised Overseas Pension Schemes, or Estate Planning.
The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.
This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.
Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.
OPESFIDELIO FINANCIAL PLANNING LTD
OpesFidelio Financial Planning Ltd is regulated by the Central Bank of Ireland.
OpesFidelio Financial Planning Ltd (Company No 456044) is a wholly owned subsidiary of OpesFidelio Ireland Ltd (Company No 158916).
OpesFidelio is a trademark used under licence.