Mercer financial planning and private wealth
We put your financial well-being and future security first
Needs basedWe listen to uncover your financial goals and consider all your wealth management needs, from lifestyle to retirement.
Long-term focusWe provide a long-term strategy to assist you with achieving your financial life goals.
Geared towards growthWe help you preserve and grow your wealth in line with your financial plan.
Innovative financial planning solutions
When it comes to personal financial planning, we know that there is simply nothing more important than protecting yourself and your family and preserving and growing your wealth. Whether you are interested in arranging life and income protection cover or a review of your investment or retirement funding needs, our expert financial planners take the time to listen to you. By understanding your personal and business objectives, we can ensure that you protect what is important and help to achieve your investment goals and future income ambitions.
We deliver innovative solutions efficiently and effectively while giving you peace of mind and providing security in times of uncertainty. Above all, we classify ourselves as “financial planners.” We have access to insurance products, a broad range of fund options, tax structures, cash-flow modelling and administration platforms that enable us to create a financial plan that gets you where you want to be.
What is personal financial planning?
Start preparing for your financial future today
Personal and business protectionWe all know life can be unpredictable. That’s why we work with you to tailor a plan to protect against financial problems that follow serious illness or death.
Retirement planningRegardless of where you are in your career, we can put a plan in place to help you navigate your journey to retirement. Our goal is to help you retire with ease.
Savings and investmentSuccessful investment requires expert advice. Understanding your needs and aspirations allows us to help you explore a range of investment options to find the right fit.
Estate and succession planningWe can provide advice to ensure you protect your wealth and leave a meaningful legacy for your family or support the causes and people that mean the most to you.
Private WealthHaving a robust financial plan in place is the cornerstone to enjoying the life you want to live. Mercer Private Wealth will create a personalised lifetime financial plan that will help support you through life’s journey.
Executive financial planningEveryone should have a plan for their financial future, but financial planning for senior executives can be particularly complex. Mercer can help by providing a comprehensive financial planning service.
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Mercer (Ireland) Limited, trading as Mercer, is regulated by the Central Bank of Ireland.