Professionals

Ensuring your family are provided for if you cannot work
Saving for children’s education
Investment for later life
Paying your mortgage off early
Mortgage Protection
Protecting your family in case of death or serious illness
Optimising your pension- making it work in a tax efficient manner

Company Owners & Directors

Your Personal CFO

Ensuring your family are provided for if you cannot work
Optimising pension in a tax efficient manner
Protecting and futureproofing your business
Funding for later life; pension and investments
Funding a spouse pension
Protecting your family in case of death or serious illness
Getting your business ready for sale
Investing via your business

Employers & Human Resources Professionals

SparksWealth can help put together a financial benefit package for your employees. This
will help you retain your best staff in a competitive market.
● Creating pension schemes for your employees
● Auto-enrolment strategies
● Financial planning clinics for employees
● Company-wide presentations and Zoom/Teams sessions
● Life assurance and Death-in-service
● Illness benefit or Income protection

Employees with Stock Options

Have you been awarded substantial stock options as part of your compensation? Company stock can complement current savings or in some cases change your life. We help clients manage their stock options and fit this in to their financial and life planning. We have developed a unique system for these individuals which helps them make sound financial decisions.

Explore different scenarios and outcomes
Look at the merits of selling the stock vs holding
Diversification into a broader equity basket
Building financial plans around your holdings
Paying for your property using your stock

Law & Accountancy Firm Partners

We work with some of Ireland’s top law and accountancy partners. Our service is tailored around their needs and requirements.

This may include:
- Funding for later life; Using the optimal tax structure for your pension and investments
- Protecting your family in case of death or serious illness
- Children’s savings and family gifting
- Tax efficient investing
- Partnership Assurance
- Estate planning and inheritance planning

Retirees

Financial planning and guidance
Downsizing your property
Retirement Cashflow planning
Using your pension – thats what it’s there for!
Inheritance planning
Gifting wealth to your children (eg helping them with a deposit for a house)

Book a Consultation

There is no cost for an initial consultation with one of our Financial Planners. Let's see if we can work together.

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