Turn possibility into a plan.
Wealth creates possibilities. But also, dilemmas.
How much can you spend? When can you retire? Should you invest, gift or hold onto capital? How do you protect your family? And what do you want your wealth to achieve in the years ahead?
A financial plan connects every decision, showing you where you stand, what is possible and how to move forward with confidence.
The value of a plan
Helping you focus on the bigger picture.
Life moves fast. Between work, family and everything else, it’s easy to lose sight of the financial goals you’re working towards – and hard to find the time to step back and check you’re still on track.
That’s where a plan, and a relationship with an adviser, become invaluable. Keeping you focused on the bigger picture and turning day-to-day decisions into steady progress toward it.
A plan isn’t simply a document. It’s a framework, and a partnership, for making better, more timely decisions.
Creating and executing your plan
From complexity to clarity.
Creating a financial plan is a considered process built around you.
Understand
We start by understanding you, your circumstances, finances, priorities and ambitions.
Analyse
We bring together your financial position and identify the key opportunities, challenges and decisions ahead.
Explore
Using cashflow and scenario modelling, we explore different possibilities and show how the decisions you make today could shape your future.
Plan
We turn that insight into a clear financial strategy, with recommendations designed around what you want to achieve, validated by our technical experts and presented back to you so we can walk through the reasoning together.
Implement
We help put your strategy into action, coordinating the investments, pensions, protection and other financial arrangements needed to deliver your plan.
Review
Life changes. Markets change. Priorities change. We regularly review your progress and evolve your plan to keep you on track.
What can your financial plan cover?
Depending on your circumstances, your plan could include:
- Cashflow and scenario planning
- Retirement and pension planning
- Investment strategy
- Protection planning
- Life cover, income protection and serious illness cover
- Succession and wealth transfer
- Estate planning considerations
- Family and legacy goals
- Planning around major life or business events
- Ongoing reviews as your circumstances evolve
Why choose Goodbody?
It’s all about you.
At Goodbody, financial planning doesn’t start with a product. It starts with you, your ambitions, priorities and hopes for your family’s future.
We look across your entire wealth, using cashflow modelling and scenario analysis to build a plan for the opportunities and challenges life may bring.
And this isn’t planning by calculator. It’s personal and collaborative, with your Financial Planning Specialist and tax and investment experts sharing the wisdom of their experience to help you make better decisions, now and in the future.
All the expertise you need. For life.
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Frequently Asked Questions
A financial plan brings together your wealth, income, pensions, investments, protection needs, family priorities and legacy goals into one strategic framework. It helps you understand where you are today, what choices you have and how those choices could affect your future.
It depends on your circumstances. Your plan may include cashflow planning, pensions, retirement, investments, protection, succession and wealth transfer, together with scenario modelling around important financial decisions.
Investment advice focuses primarily on how your money is invested. Financial planning takes a widerview, considering how your investments work alongside your income, pensions, protection, family needs and long-term goals.
No. A financial plan can be valuable at almost any stage of life — from building wealth and progressing in your career to receiving an inheritance, selling a business, supporting family or planning your legacy.
It can help you understand the potential implications. Cashflow and scenario modelling can show how decisions — such as taking a career break, funding a child’s education, downsizing your home or taking on new borrowing — could affect your future finances.
Yes. We can consider whether your life cover, income protection and serious illness cover remain appropriate for your responsibilities, family and financial commitments.
We can assess your life cover, existing assets, income replacement needs and beneficiary nominations, so your family’s financial position is protected and your wishes are reflected in your wider estate planning.
Serious illness can affect your income, cashflow and long-term plans. We can review your protection cover, pension options, investments and estate planning to help you understand where things stand and what support is available.
Your financial plan should evolve with you. Changes in your family, career, health, wealth or priorities may all create a reason to revisit it and consider whether your strategy needs to change.
We’ll need to understand your personal circumstances and objectives, together with information about areas such as your income, assets, liabilities, pensions, investments, protection and other financial arrangements.
Once we understand your financial situation and objectives, we’ll explain the fee involved. This reflects the work and expertise of the Financial Planning team and technical specialists involved in preparing your plan.
The answers to these frequently asked questions do not constitute investment advice.
Our team
Owen Redmond
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Life’s better when you have a plan.
Your wealth gives you choices. A financial plan can help you make the most of them.
Whatever you want your future to look like, we’ll help you understand where you are, what’s possible and what to do next.
More expertise
Here are a few other ways we can help, depending on your circumstances.