Good advice since 1874.
At Goodbody we harness nearly 150 years of experience to help entrepreneurs, business owners, executives, and families build and protect their wealth.
Catriona Coady, Head of Tax, explains how…
a plan for a richer life
We start by helping you think through
your aspirations, understand your risks,
and consider your needs in later life.
Armed with these insights we then create a life-long financial plan that covers every aspect of your finances.
CATRIONA COADY
Head of Tax, Goodbody
a plan for a richer life
We start by helping you think through
your aspirations, understand your risks,
and consider your needs in later life.
Armed with these insights we then create a life-long financial plan that covers every aspect of your finances.
CATRIONA COADY
Head of Tax, Goodbody
Financial Advice for life
What’s in a plan?
Financial Advice for life
What’s in a plan?
Pensions
We’ll advise on how to
maximise your pensions, so you
have enough to retire when
you want to.
Investments
We’ll build and manage an
investment portfolio to suit your
ambitions and risk profile.
Retirement
We’ll identify your income needs
in retirement and build a plan to
ensure your savings and investments
lasts as long as you do.
Pensions
We’ll advise on how to
maximise your pensions, so you
have enough to retire when
you want to.
Investments
We’ll build and manage an
investment portfolio to suit your
ambitions and risk profile.
Retirement
We’ll identify your income needs
in retirement and build a plan to
ensure your savings and investments
lasts as long as you do.
Inheritance
If you’re expecting or leaving
an inheritance, we’ll inform you of the
taxes that are likely to be due and of
some tax efficient strategies that can be
deployed.
Protection
We’ll look at your life and illness
insurance needs and advise on
how best to protect your family
from the unthinkable.
Children
We’ll recommend the best
ways to save for your children’s
or grandchildren’s education
and future.
Inheritance
If you’re expecting or leaving
an inheritance, we’ll inform you of the
taxes that are likely to be due and of
some tax efficient strategies that can be
deployed.
Protection
We’ll look at your life and illness
insurance needs and advise on
how best to protect your family
from the unthinkable.
Children
We’ll recommend the best
ways to save for your children’s
or grandchildren’s education
and future.
Putting the plan into action
Once agreed, we implement your
plan, staying close to you as your
life unfolds, because to realise
a life-long financial plan, you need
a life-long financial advisor.
Putting the plan into action
Once agreed, we implement your
plan, staying close to you as your
life unfolds, because to realise
a life-long financial plan, you need
a life-long financial advisor.
What’s your plan?
Please contact us if you think your life could be enriched by a financial plan.