Bring your wealth to life.
At Goodbody we help you make plans, plans that protect your wealth and your family, and plans that ensure you have the wealth you need to realise your dreams.
Behind every plan is a personal story.
Here are some our clients are happy to share.
The ‘suddenly I’ve made it big’ plan.
My business was my life.
Then, out of the blue, I get an
offer I can’t refuse. And I’m
left thinking – now what?
Conor, 51
Software Entrepreneur
The ‘suddenly I’ve made it big’ plan.
My business was my life.
Then, out of the blue, I get an
offer I can’t refuse. And I’m
left thinking – now what?
Conor, 51
Software Entrepreneur
The ‘time to put myself first’ plan
I had to spend the last 20 years
living the corporate life.
I wanted to spend the next
20 years living my life.
Helen, 52
Global Brand Director
The ‘time to put myself first’ plan
I had to spend the last 20 years
living the corporate life.
I wanted to spend the next
20 years living my life.
Helen, 52
Global Brand Director
The ‘keep the farm in the family’ plan.
I wanted to keep the farm
in the family, but my family
didn’t want to be farmers.
John, 65
Dairy Farmer
The ‘keep the farm in the family’ plan.
I wanted to keep the farm
in the family, but my family
didn’t want to be farmers.
John, 65
Dairy Farmer
The ‘can I afford to walk away’ plan.
When I sold the business, I signed
up to an earnout. After a few
months I simply wanted out.
Cara, 56
Owner, PR Business
The ‘can I afford to walk away’ plan.
When I sold the business, I signed
up to an earnout. After a few
months I simply wanted out.
Cara, 56
Owner, PR Business
The ‘time to slow down’ plan.
At 51 redundancy was
unexpectedly put on the table,
so I seized it with both hands.
It was a chance to slow down.
Kevin, 51
Chief Financial Officer, International Tech Company
The ‘time to slow down’ plan.
At 51 redundancy was
unexpectedly put on the table,
so I seized it with both hands.
It was a chance to slow down.
Kevin, 51
Chief Financial Officer, International Tech Company
The ‘life after the mortgage’ plan.
We thought clearing the
mortgage would take a lifetime.
Thanks to bonuses we had
the money in no time.
Mark, 45
Company Director, Pharmaceutical Industry
The ‘life after the mortgage’ plan.
We thought clearing the
mortgage would take a lifetime.
Thanks to bonuses we had
the money in no time.
Mark, 45
Company Director, Pharmaceutical Industry
Request a Meeting
Let’s make a plan.
If you think your life could be enriched by having a financial plan,
please enter your details below and one of our wealth managers will
call you back to discuss how we could help.
Request a Meeting
Let’s make a plan.
If you think your life could be enriched by having a financial plan,
please enter your details below and one of our wealth managers will
call you back to discuss how we could help.