– WEALTH MANAGEMENT –
Our “Zeus” service level provides you, our client, with investment portfolio solutions that are:
As we are advocates of Evidenced Based Investing, we help our Zeus clients to:
Ignore short term “noise”
Look to the long term
Avoid the “next best thing”
Have a largely Passive investing bias
Help you to achieve your Financial Goals
Ignore Market Timing temptations
We help our Wealth Management clients make wise financial decisions. It may not be very exciting but it is very serious.
Hear what our Wealth Management client, Hugh Flood, has to say about his experience as a Zeus client with Metis Ireland.
The Metis Ireland Lifeplan uses state of the art Financial Planning software to map out your financial future for the rest of your life. At Metis Ireland, we don’t want our clients to be the richest couples in the grave yard. We want you to have a high quality of life and to spend the money you have worked so hard to earn.
By compiling your current and anticipated income, expenses, assets and liabilities we can project the likelihood of you meeting your lifestyle and financial goals.
You’ve worked hard all your life, you’ve saved and invested and now you are ready to sit back and enjoy the fruits of your labour. It is vitally important that you have a new investment strategy as you move from the accumulation period (while you are working) to the drawdown period (when you are earning less). That high-risk equity fund that performed so well for the last 20 years may no longer be appropriate.
Our goal as your financial planners will be to design a strategy that manages charges efficiently, limits your exposure to tax, has an appropriate asset allocation to meet your lifestyle and financial goals and is appropriate to your attitude to risk. We will aim to reduce your exposure to investment risk by diversifying your investment portfolio across a range of assets and investment managers.
There are numerous thresholds, reliefs and exemptions that can be utilised to transfer assets to your family in a tax efficient manner. The key to limiting you and your family’s exposure to capital taxes is consulting the appropriate experts and putting a plan into place early on.
We will work with your solicitors and tax advisers to develop a plan to administer and distribute your assets in a manner consistent with your wishes and the needs of your dependants in the most tax efficient manner possible.
Zeus Service Level
Anyone who avails of our Wealth Management services will automatically qualify for our highest service level “Zeus”.
Warning: The value of your investment may go down as well as up.
TALK TO US ABOUT YOUR METIS LIFEPLAN
Metis Ireland's unrivalled expertise in Financial Planning offers individuals their own personalised long term Financial Plan. Metis LifePlan will provide a clear financial road map to put you in the best possible position to achieve your lifestyle goals.
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