Financial Planning 101

The Holistic Approach

Holistic financial planning takes a broad, all-encompassing approach to managing your finances, considering every aspect of your financial life. It helps create a balanced plan that addresses immediate needs while preparing for the future.

Proper Financial Planning involves much more than just savings accounts

Prepare for the future expenses that may arise
With proper guidance and preparation you can ensure you are fully covered

Increase Your Wealth with
Financial Planning Advice

No matter how much income you have, it's always worth having a proper financial plan to prepare for what life can throw at you

Our personal financial planning service includes:

Full needs assessment and data gathering consultation so we can get to know your needs and help set realistic goals

Personalised plans and recommendations which cover both your short-term and long-term goals

Expert advice on how to minimize your tax liability and help to grow your wealth

Ongoing reviews and advice to ensure you stay on track

Preparing for future expenses with a Financial Planning Consultation

Financial planning goes beyond savings and investments. A comprehensive plan covers your entire financial picture—retirement, protection, and inheritance.

It ensures a comfortable retirement, tax-efficient asset transfer, income protection during illness, and financial security for your family if you pass away prematurely.

How Can We Help?

Every client’s situation is different, and no two consultations are alike, so each solution is tailored to fit unique needs.
We generally look at income and expenditure, goal setting, preparing for future expenses (children’s education etc.), mortgages, debt management, retirement planning, estate planning, wills, savings and rainy day funds, life insurance, income protection, investments and any other areas our clients wish for us to advise on.

We partner with you to help you determine and understand how to get the best from your finances.

Have questions? 
We have answers

Want to know more? You can email us anytime at info@newalliance.ie

What is financial planning, and why is it important?

Financial planning involves creating a strategy to manage your finances and achieve your life goals. It’s crucial because it ensures financial stability, prepares for unexpected expenses, and helps save for major life events like retirement, buying a home, or education.

How can I start planning for retirement?

Assess your finances and determine how much you need for a comfortable retirement. Contribute to a pension plan like a PRSA or an occupational pension scheme. Regularly review and adjust your plan to stay on track with your retirement goals.

What should I consider when making an investment plan?

Consider your financial goals, risk tolerance, and time horizon when creating an investment plan. Diversify to spread risk and consult a financial advisor to choose the right mix of assets like stocks, bonds, and real estate.

How can I protect my family financially?

Protect your family financially with life insurance, income protection, and critical illness coverage. These ensure your family’s needs are met and debts are paid in unforeseen events.

What is estate planning, and why is it important?

Estate planning ensures your assets are transferred according to your wishes after your death. This involves writing a will, setting up trusts, planning for estate taxes, and helping to minimise tax liabilities for your heirs.

Plan Thoughtfully, Save Wisely

3 Simple Steps to Secure Your Financial Future

Book A Consultation

Speak with our specialists to learn more details about financial planning

Plan With Us

We assist you in every step, from assessment to achieving your goals

Choose what's best for you

We will ensure you fully understand all of your options so you can make informed decisions

Don’t Just Take Our Word for It

I came across this company on Instagram while reviewing my pension options and contacted them for advice. I initially dealt with Aidan who gave me great advice and insight. As I engaged further with him, I felt very comfortable and reassured in my dealings. He called to the house with his colleague Geoff and discussed all my pension options in detail, in plain English. I never felt pressured into doing anything and they were very patient with me as I had lots of questions. I decided to move my pension plan to their company and I haven’t regretted my decision. Highly recommend Aidan and Geoff.

Professional and friendly service Many thanks to Aidan at New Alliance for his help and guidance when I recently needed support in relation to a pension. Aidan kept me updated at every stage with emails and phone calls so I felt involved every step of the way.... delighted with the professional friendly prompt service.

I contacted New Alliance about my old workplace pension that I wanted a cash settlement applied for as I tried myself and was offered pitence for. I cannot rate New Alliance and Aidan Whelan high enough he was just brilliant ! And my experience dealing with Aidan Whelan from start to finish was top draw so professional and always updating me how my case was progressing. He realised a excellent settlement amout that I am still amazed at several weeks later! I would highly recommend New Alliance and Aidan Whelan to family and friends I so delighted with my outcome.

We have Recently had the pleasure of Dealing with Aidan Whelan from New Alliance wealth planning. I found Aidan to be very knowledgable, prompt and professional while always having our best interests at heart. He is definitely someone I can recommend and would have no hesitation in saying that we were 100% happy with the service we have received. Thanks for your help Aidan it has been very much appreciated. Regards Phil

Aidan was recommended to me by a colleague who spoke very highly of their experience in dealing with Aidan. Having discussed my business with Aidan he took control of my affairs as regards a previous pension I had and also some mortgage interests I had. He dealt with all these affairs for me in an extremely professional and detailed manner. I can’t recommend Aidan and the company highly enough and look forward to doing further business in the future. Mick Territt

I got in touch with Aidan in October last year to try and find a pension I had contributed to, Aidan checked everything out for me and talked me through the paperwork, he made it seem so easy. I am very happy with the help and guidance provided by Aidan and I have told friends about Alliance Wealth planning Ltd. I had no worries once I got talking to Aidan. He is friendly, very professional and helpful Bridget in Co Clare

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