Wealthwise Financial Planning

13/01/2025

13/01/2025

The Department of Finance recently published its Fund Sector Review 2030 Report. The report recommended some very welcome changes to the treatment of Irish Life Assurance Investments.

These are changes which we as an industry have been requesting for a number of years and would fully support

✔Reduction in Exit tax rate from 41% to 33%, bring it in line with the CGT
✔Removal of the 8-year deemed disposal
✔Elimination of the 1% life assurance levy
✔Introducing a limited form of loss relief.

With a general election on the Horizon, It will be up to the next Government to decide if and when to implement the recommended changes. Lets hope they have the courage to follow through on the recommendations.
hashtag hashtag hashtag
Brian Trainor MSc CFP®BE Grad Dip QFA Barry Kerr QFA CFP®Conor Harte CFP®Kevin O'Boyle QFA Shaun Chandler QFA Nicole Walsh QFA

Minister for Finance Jack Chambers has backed a recommendation from his own officials to cut the rate of tax on certain investment funds from 41% to 33%.

13/01/2025

14/07/2023

Best of Luck from the team Wealthwise Financial Planning to Monaghan GAA in their All Ireland Semi Final V Dublin.

26/10/2022

We are looking for a full-time Administrator/sales Support based in our Galway Office.
All enquiries or CV's to [email protected]

20/07/2022

14/07/2022

The client journey for all Wealthwise Financial planning clients is a 6-step process:
1. Initial Meeting
The first step is an Initial consultation meeting which is at our expense. This meeting can take place in person or virtually (via Zoom) if you prefer.
2. Data Gathering
We get to know you as a person, determine your goals and aspirations, whether short or long term. We will also complete a Fact-find document to establish your current financial position as well as an attitude to risk questionnaire.
3. Research & Preparation
Once we have established your financial needs, we research the companies with which we hold agencies and prepare a recommendation which we believe is consistent with your investment objectives and risk profile.
4. Follow up meeting
There may be an additional one or two meetings during which we present our findings and recommendations. Once you are completely comfortable with the plan we have put together, we will explain the next steps.
5. Implementation
Your financial plan is only as effective as its implementation. We deal with all of the product & service providers and also handle all the paperwork.
6. Ongoing Review, to keep you on track
Life is full of changes, so your financial plan must be reviewed regularly to ensure you are still on course.

13/07/2022

Our team of advisors have almost 80 years of combined experience advising clients across all areas of Wealth Management and Financial Planning…..

17/06/2022

We’ve all been feeling the impact of Inflation recently…..Recent figures published by the Central Statistics Office (CSO) show that inflation in Ireland was +7.8% in the 12 months up to May 2022. While inflation is impacting all sectors of the Economy there are a few areas which have been severely impacted such as Utilities, Fuel Oil and Travel.

13/06/2022

As a Business we understand the importance of appreciating and rewarding our employees, but above all, having some fun!
Last Friday we closed our Carrick on Shannon Office early to bring Staff for a training session at our Galway Office and afterwards we had some "Team-Building" (craic) - Go-karting followed by dinner and a few cheeky cocktails. We are very fortunate to have such great work colleagues, and to enjoy working together, afterall, they say that people spend one third of their hours at work...
“The team that plays together, stays together"
Nicole MurphyAmanda Frayne Brian Trainor CFP®Barry Kerr QFA CFP®Conor Harte CFP® Grad Dip BFS QFAAndrea Kerr, BA H.DipEd QFAJennifer Hardman BA LLB QFA SIAShaun Chandler