Financial Planning Matters

At Financial Planning Matters, we specialise in helping high-earning professionals, company directors, and self-employed individuals build, grow, and protect their wealth, with clarity and confidence. If you’re earning well but unsure how to turn income or company profits into long-term financial security, you’re not alone. Our clients are often too busy to manage their financial lives proactively…. that’s where we come in. Led by CERTIFIED FINANCIAL PLANNER™ professionals, we provide independent, strategic advice designed to reduce tax, build assets, and protect your family or business. No jargon. No product pushing. Just clear, tailored financial planning. Who We Help Company Directors extracting profits and planning pension exits Self-Employed Professionals needing structure and long-term strategy High earners with RSUs, bonuses, and underused pension allowances Families preparing for education, inheritance, and retirement Our Services Pension & Retirement Planning Tax-Efficient Profit Extraction Investment & Wealth Strategies Life, Income & Business Protection Mortgage Advisory Succession & Exit Planning We’re trusted by over clients across Ireland and work with leading providers including Zurich, Aviva, Irish Life, Royal London, and Greenman Investments. Our fully digital service makes it easy to engage, plan, and review — no matter how busy life gets. Whether you’re a first-time investor or seasoned entrepreneur, our goal is simple: to help you turn today’s success into long-term security. Based in Sandyford, Dublin Book your consultation at