Retirement Planning, Built Around You
At Metis Ireland, we help families achieve financial freedom as early as possible, and a key part of that journey is retirement planning. Our role is to ensure you can enjoy a fulfilling, multi-decade retirement without compromising on your lifestyle or peace of mind.
We start by understanding your current financial position, future income objectives and any existing pension planning strategies in place. From there, we build a retirement roadmap that factors in inflation, healthcare needs and the ever-evolving Irish pension planning landscape.
A clear, confident retirement plan gives you the freedom to enjoy life today, while planning wisely for the years ahead.
Our Retirement Planning Approach
Pension Review and Goal Setting
We begin with a detailed review of your existing pensions to ensure they’re aligned with your retirement goals. If needed, we’ll recommend or implement new strategies that reflect your needs.Knowing “Your Number”
Using advanced cashflow modelling, we calculate how much you need to achieve long-term financial independence and live the lifestyle you want now and in retirement.Smart Investment Strategies
We assess the returns required to meet your goals, balancing risk with reward. Our portfolios are built to weather market changes and outpace inflation over time.Understanding Lifestyle Costs
We’ll examine your current and future spending to keep your plan grounded in real-life expectations, without sacrificing the quality of life you’ve worked hard for.Review, Refine and Adjust
Your Metis LifePlan evolves with you. We’ll review it regularly, making sure it stays in sync with life events, legislation changes and your personal ambitions.Our Retirement Planning Approach
Every retirement plan we build is tailored to you and your goals. At the heart of this is the Metis LifePlan.
Pension Review and Goal Setting
We begin with a detailed review of your existing pensions to ensure they’re aligned with your retirement goals. If needed, we’ll recommend or implement new strategies that reflect your needs.Knowing “Your Number”
Using advanced cashflow modelling, we calculate how much you need to achieve long-term financial independence and live the lifestyle you want now and in retirement.Smart Investment Strategies
We assess the returns required to meet your goals, balancing risk with reward. Our portfolios are built to weather market changes and outpace inflation over time.Understanding Lifestyle Costs
We’ll examine your current and future spending to keep your plan grounded in real-life expectations, without sacrificing the quality of life you’ve worked hard for.Review, Refine and Adjust
Your Metis LifePlan evolves with you. We’ll review it regularly, making sure it stays in sync with life events, legislation changes and your personal ambitions.
