Walfrid Private
Walfrid Private uses a Goal-based Financial Planning Process (REAP™) to help Company Directors man Walfrid Private is regulated by the Central Bank of Ireland.
22/12/2023
As the holiday season approaches, Walfrid Private want to take a moment to thank all of our clients for their trust and support throughout the year. We hope that you have a wonderful and safe holiday season, filled with joy and cheer.
It’s day 2 of ! It was great seeing you all yesterday.
Gearing up for a busy show today, If you are in the area, come over and chat with us at stand P60.
We are live here in the RDS at the Ideal Home Show Dublin.
Did you KNOW? You can purchase property through your pension?
Come have a chat with Stephen, Wayne and Claire at stand P60 to find out more!
If you’re struggling to find us follow this video!
19/08/2023
What happens to your pension when you die❓
Your pension may well be your biggest financial asset, worth more than your house or any other savings you may have, and it may be crucial in helping provide for your family, and perhaps your spouse's retirement🤔
This month we are offering no-obligation reviews of your pension, so that you can ensure your retirement and estate plan is in order and aligned with your goals❗
Simply book in a quick call with our friendly team to get started.
https://calendly.com/waynewalfridprivate
*The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances
*Walfrid Private is regulated by the Central Bank of Ireland
16/08/2023
Financial freedom may sound like a pipedream to some but it is a reality for those who learn about it and work towards it. We have written a number of blueprints explaining just how to do it, send us a DM and we will share relevant links.
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
12/08/2023
Correct your money mindset❗
Start with the basics and the rest will come.
Here are 4 insights to get you started.
*The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances
*Walfrid Private is regulated by the Central Bank of Ireland
10/08/2023
A common question we are asked is "will my pension be enough for retirement?"
The simple answer to that depends entirely on the lifestyle you wish to live and the income you need each month to supplement it.
Assuming you qualify for it, the state pension will give you about €1,098 each month as a single person.❗
This is your income floor and anything you want above that will need to come from income producing assets you manage to accumulate over the course of your life.
At Walfrid Private we reverse engineer your goals, we look at your current financial situation and develop a plan for what needs to be done to get you to where you want to be.
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
*Walfrid Private is regulated by the Central Bank of Ireland.
05/08/2023
When it comes to retirement, Irish people anticipate receiving an average pension of €433,000*.
Both these figures are considerably larger than the average pension of €95,000*
Request your no-obligation consultation about your retirement options here.⬇️
https://calendly.com/waynewalfridprivate
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
*Source - Survey by Pensionsupportline
03/08/2023
Are you a doer or a thinker? You could spend years thinking about doing something but without action they will remain just that...thoughts.
Take action, take control of your finances and talk to an expert to plan it out for you.
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
29/07/2023
Are you a business owner and 55 years or older?
Have you considered selling your business
Did you know that you can extract €750,000 tax-free?
Download our blueprint to learn what tax reliefs are available! - https://bit.ly/3ksHEXB
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
23/07/2023
Retire Alive!
A recent study of Irish consumers discovered that 29% of retirees who did not use financial advice say that their biggest regret is not preparing more for retirement.
Don't wait until it's too late, speak to one of our friendly QFA's today!
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
21/07/2023
You're burning your hard-earned cash!
Holding money in Banks could potentially be costing you money.
You should be considering a range of investment options that can offer better returns.
Contact one of our friendly QFA's for a no obligation consultation.
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
🎉🏆 Celebrating Our GAA Star🏆🎉
Last Saturday, our fantastic Ronan Ryan put on an incredible display as Meath GAA soared to victory to win the Tailteann Cup. Their first piece of serious silverware since 2010.
We would like to take a moment to applaud his dedication, perseverance, and unwavering spirit that has achieved this. His passion for the game has not only inspired his teammates but also filled our entire office with pride!
Congratulations to our GAA superstar! Here's to many more successes on and off the field!
15/07/2023
What happens to your family or the home and security you have created for them if you lose your income due to ill health or injury?
Shield what you love most by protecting your income!
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
12/07/2023
Without an actionable plan a goal is just a wish!
Having a bespoke financial plan designed for your unique circumstances is vital if you want to live your best life.
Arrange to speak to our friendly, qualified financial advisors today.
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
Celebrating 11 Years of Success!
Today, Walfrid Private proudly marks 11 years in business!
Founded in 2009 by Richard Collins, we've come a long way since then. From our humble beginnings to becoming a Limited Company in 2012, we have grown exponentially year after year, thanks to the trust and support of incredible clients like you.
Our goal has always been to help Company Directors, Self-Employed Business Owners, and Entrepreneurs reduce costs, optimise taxes, and improve financial performance.
With a passionate team of nearly 40 employees, we've had the privilege of representing clients in diverse industries such as Medical, Pharmaceutical, Dental, Retail, Engineering, Legal, Veterinary, and more.
We're grateful for the trust placed in us to protect what matters most—your Health, your Wealth, your Income, and your Family.
Thank you for being part of our incredible journey! Here's to many more years of shared success!
08/07/2023
Education in Ireland is supposed to be free, but each year back-to-school costs are rising for families.
Your child's bright future depends on your today's decision.
*Research carried out by Zurich on the Cost of Education in Ireland
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
05/07/2023
With financial planning you need a strong foundation.
Your income is your foundation and if you do not protect it, everything could tumble down around you.
Income protection pays out 75% of your salary if you become ill or injured and cannot work.
Chat to us today and protect your foundation.
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
02/07/2023
Income protection:
It protects your earning potential
Provides cashflow
No income = No cashflow = Sleepless nights.
You think it’s expensive? Check the cost of not having it.
Download our blueprint “Income Protection” to find out more - https://bit.ly/3sTtoed
*The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances
*Walfrid Private is regulated by the Central Bank of Ireland
28/06/2023
Does your business pay your life cover?
'Executive Pension Term Assurance' provides a lump sum amount for the family of employees, in the event they pass away while still in employment before they reach retirement.
Simply, it provides tax relief on your life cover.
It is a financial safety net!
💻Download our blueprint 'Health Wealth & Income' to find out more - https://bit.ly/3nEhYe6
*The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances
*Walfrid Private is regulated by the Central Bank of Ireland
26/06/2023
A great education is the best possible start in life and for most parents ensuring they can provide for their children's education, from primary school right through to third level, is crucially important. With the right guidance you can plan to gradually build up the funds necessary to support your children's education and future.
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
20/06/2023
A friendly reminder that you CANNOT get income protection once you NEED it.
What happens to your family, car, lifestyle should you get injured and cannot work?
Protect your income, book a chat with us today before it's too late❗
https://calendly.com/waynewalfridprivate
*The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances
*Walfrid Private is regulated by the Central Bank of Ireland
15/06/2023
Often we are so busy generating wealth and planning for retirement that we don’t consider what would happen should we die before we are able to draw down our pension!
Plan for the unexpected, contact us today for a no-obligation assessment of your current pension structure❗
The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances.
Walfrid Private is regulated by the Central Bank of Ireland.
12/06/2023
Planning ahead is crucial to effectively grow your retirement account
Contact us for a no-obligation consultation!
*The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances
*Walfrid Private is regulated by the Central Bank of Ireland
Welcome to the final day of the Ideal Home Show!
If you haven't already, please do come and say hi and have a chat with Wayne, Stephen and Claire at stand P60.
Attendees who register for our Financial Health Check, stand a chance to win a €250 One4All voucher.
It’s day 2 of Ideal Home Show Dublin!
If you are in the area, come and have a chat with Stephen, Wayne and Claire at stand P60.
Attendees who register for our Financial Health Check, stand a chance to win a €250 One4All voucher.
We are live here in the RDS at the Ideal Home Show Dublin.
Did you KNOW? You can purchase property through your pension?
Come have a chat with Stephen, Wayne, Aislinn and Claire at stand P60 to find out more!
If you’re struggling to find us follow this video!
Attendees who register for our Financial Health Check, stand a chance to win a €250 One4All voucher.
The Ideal Home Show Dublin kicks off today till Sunday!
Please stop by stand P60 for a chat and a no-obligation Financial Health Check!
Attendees who register for our Financial Health Check, stand a chance to win a €250 One4All voucher.
20/04/2023
Walfrid Private will be exhibiting at the Ideal Home Show in the RDS this weekend 21st -23rd April.
Come get your complimentary Financial Health Check and learn about unlocking the power of your pension by purchasing property through your pension and paying 0% tax on the rental income and growth.
Attendees who register for our Financial Health Check, stand a chance to win a €250 One4All voucher.
Our stand number is P60
31/03/2023
Life is so unexpected...
Insure your income and growth potential.
Don’t starve your company of sales income should your sales producers fall ill or die….if you don’t do this your company will die!
💻 Download our blueprint “Health, Wealth & Income” to find out more! https://bit.ly/3zkmNO8
*The above does not constitute financial advice. Please contact a Qualified Financial Advisor to discuss your own personal circumstances
*Walfrid Private is regulated by the Central Bank of Ireland
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Address
1 Parkway House, Western Parkway Business Park, Ballymount, D12
Dublin
D12R5FC
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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