Call us
(01) 661-5242
Email us
info@atrium.ie
Hours
Monday–Friday: 9am–5pm
Our approach involves a thorough analysis of your current retirement, investment, and protection strategies, alongside an assessment of future income sources including employment, investments, and asset management. We also scrutinise outgoing expenses such as living costs, taxes, savings, or loan repayments.
Utilising cutting-edge software, we forecast your financial trajectory, mapping out cashflows and asset availability with precision. We employ sophisticated “what if” scenarios, enabling comparisons and stress-testing to project alternative outcomes and fortify your financial plan.
Through this process, you’ll gain a comprehensive understanding of your financial readiness for the future. Moreover, you’ll discover how tailored financial products can serve as invaluable tools in achieving your objectives.
Initial Meeting
At the initial meeting, we discuss the financial planning process, and outline the procedure.
Gather Information
To correctly establish an overall picture of your finances & goals detailed financial questionnaire will be completed.
Analysis
This process includes determining how well the client’s investments match up to their risk profile, analysing tax efficiency etc.
Financial Planning
Process
Review
In order to adapt to changing circumstances, and ensure the strategy continues to be relevant to the client’s requirements, a structured review strategy will be put in place.
Implementation
Once the plan has been agreed upon, we will then handle all of the changes required on your behalf, to ensure all items are completed as agreed.
Presentation
After all of the information has been reviewed, we will prepare a detailed financial plan, outlining our recommendations based on the client’s objectives.
Financial Planning Process
Initial Meeting
At the initial meeting, we discuss the financial planning process, and outline the procedure.
Gathering Information
To correctly establish an overall picture of your finances, goals (short, medium and long term), and attitude to risk, a detailed financial questionnaire will be completed.
Analysis
When all the necessary information has been gathered, it will be analysed in order to fully understand how the client’s current finances can be optimised to achieve their objectives. This process includes determining how well the client’s investments match up to their risk profile, analysing tax efficiency etc.
Presentation
After all of the information has been reviewed, we will prepare a detailed financial plan, outlining our recommendations based on the client’s objectives. After the plan has been presented, we will thoroughly discuss the plan and address any questions or concerns, and review the plan if necessary.
Implementation
Once the plan has been agreed upon, we will then handle all of the changes required on your behalf, to ensure all items are completed as agreed.
Review
In order to adapt to changing circumstances, and ensure the strategy continues to be relevant to the client’s requirements, a structured review strategy will be put in place.
Have a Question or Need to Make a Appointment?
Email Us!
If you have any questions about our financial advisory services or would like to schedule a consultation, please don’t hesitate to reach out. Our team is here to assist you with personalised financial planning and investment strategies tailored to your goals.
Simply fill out the form and we’ll get back to you as soon as possible.