Mercer private wealth

Our expert lifestyle financial planning advisors focus on you — your personal goals, your aspirations, your financial objectives, so you can focus on enjoying the life you want to live.
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Prepare for your future and the life you want to live

We work with people like you — business owners, directors, employees and their families — providing clarity and direction on life’s key financial decisions. Your plan will analyse current and future assets and liabilities, pre- and post-retirement income, investments, protection and tax planning. Our goal is to help you identify, achieve and maintain your desired lifestyle.

Learn what lifetime financial planning will do for you

Having a robust financial plan in place is the cornerstone to enjoying the life you want to live.
  • Organise and prioritise your personal financial goals
  • Simplify areas many find complex and confusing
  • Plan and protect your financial future
  • Provide financial security, financial independence and peace of mind
  • Put structures and solutions in place for life’s major milestones

Are you ready to plan for the future?

Our expert advisors focus on you — your personal goals, your aspirations, your financial objectives. Using the latest cash flow modelling software, Mercer will create a personalised lifetime financial plan that will help support you through life’s journey. Let's meet the experts behind Mercer Private Wealth.
We know life does not always go according to plan and that, at different times, you may face the unexpected. However, making the most of what you have now and planning ahead will give you and your family peace of mind today and in the future.
Caitriona MacGuinness

DC and Private Wealth Leader for Mercer Ireland

Start preparing for your financial future today

Making more informed decisions can result in brighter outcomes for you and your loved ones, leading to greater security, new opportunities and more financial freedom.

  • Retirement planning

    Planning your financial future can be a daunting task. Mercer can help you navigate your journey towards your long-term financial goals. We can help you take the necessary first steps on the path to a secure retirement.

  • Saving and investing

    Successful investment requires expert advice. Mercer will take the time to understand your needs and aspirations and help you explore a range of investment options to suit you.

  • Estate and succession planning

    Mercer can provide advice to ensure you protect your wealth and leave a meaningful legacy for your family or support the causes and people who mean the most to you.

  • Personal and business protection

    We 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.

  • Financial planning

    We put your financial well-being and future security first. Our team of professionally qualified financial consultants works closely with you and your other professional advisers to ensure any investments and plans we may propose reflect your personal objectives.

  • Executive financial planning

    Everyone 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.

We're here to help!

Having a robust financial plan in place is the cornerstone to enjoying the life you want to live.
Contact us today!

Related insights

  • Protect your future

    At Mercer, our protection team offers expert advice and guidance on a range of personal protection insurance products and services.

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    Annuities, ARF’s and AMRF’s

    Our brief guide to your choices at retirement is intended for those who wish to take benefits from a defined contribution pension plan who may have the choice of an Annuity, approved retirement fund (ARF) and/or an approved minimum retirement fund (AMRF).

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    Plan for your future

    For your peace of mind, it is vital that you protect both your income and your family should the unexpected happen. Discover how Mercer can help!

FOOTNOTES

Please click HERE for important regulatory and privacy information. Mercer (Ireland) Limited, trading as Mercer, is regulated by the Central Bank of Ireland.

We’re here to help

We’d be happy to set up a free consultation or send you more information to get you started. Simply fill out the form below and we will be in touch.
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