Can We Buy A Holiday Home?

Can we buy a holiday home?

Turning Dreams into Reality with Metis Ireland

Owning a holiday home abroad is a dream shared by many. Whether it’s for family getaways, creating memories in a sunny retreat, or simply having a place to call your own in a different corner of the world, the idea is both exciting and ambitious. But how do you know if it’s achievable? For Niamh, a Managing Director seeking financial independence, that question became central to her journey.

Niamh’s story begins with a busy career and ambitious goals, including financial independence and a desire to create a more balanced life. However, after a minor health scare, her priorities shifted. Recognising the importance of time and experiences with her family, she reached out to Metis Ireland to reassess her financial situation.

Metis Ireland’s approach wasn’t just about crunching numbers; it was about understanding Niamh and her family’s vision for the future. With their bespoke Metis LifePlan, they provided her with a comprehensive, under-the-bonnet look at her finances, answering key questions like:

• How secure is her financial future?
• Could she step back from her career and still maintain her lifestyle?
• Was her dream of owning a holiday home abroad achievable?

Metis Ireland conducted a thorough review of Niamh’s finances in collaboration with an independent tax advisor. Together, they analysed every aspect of her financial landscape, from pensions and investments to potential business exit strategies.

The Result…

A personalised Metis LifePlan, which provided a clear and comprehensive view of Niamh’s financial future.

It didn’t just offer reassurance; it modelled scenarios that answered her most pressing questions:

Would her family be able to live comfortably if she prioritised being time-rich over career-driven?

Could they truly afford their dream; a holiday home abroad?

The Metis LifePlan showed that Niamh’s dream wasn’t just possible; it was achievable. Through careful modelling, Metis Ireland outlined pathways that aligned her financial resources with her goals. They explored various scenarios, ensuring she could fund her family’s lifestyle, save for the future, and purchase a holiday home without compromising her newfound freedom. With this knowledge and unwavering support, Niamh made the bold decision to step away from her managing director role, transitioning to a life of financial freedom.

Becoming time-rich allowed Niamh to focus on what mattered most—her family and her aspirations. She dove into the process of finding the perfect property abroad, armed with the confidence that her finances were secure.

Her journey included fun-filled evenings watching reruns of “A Place in the Sun” with her family, imagining their future together. And just recently, Niamh and her partner placed a deposit on her dream holiday home.

At Metis Ireland, supporting clients like Niamh isn’t just about managing wealth; it’s about enriching lives. Her story is a testament to the power of expert financial planning and the joy that comes from achieving lifetime dreams.

For Niamh and her family, the dream of owning a holiday home abroad is no longer a distant goal; it’s a reality in the making. And for Metis Ireland, the journey with Niamh is far from over; it’s a partnership in growth, wealth, and experience.

If you would like to discuss your vision with one of our private client managers, contact us today.