Thomond Asset Management

The PortfolioMetrix LEAD Conference has kicked off in Cape Town. An amazing experience and a real privilege for us to attend. There are some amazing insights from around the world on where financial planning and advice is heading.

🏛️ Estate planning isn't just about passing on assets—it's about securing your legacy. Join us in our latest podcast episode with Neal Kelly, David O'Neill, and Hugh Clohessy as they navigate the complexities of succession planning for business owners. Tune in for actionable advice and expert guidance!

Watch in full:

Financial Foundations | Episode 3 | Estate Planning for Business Owners | Thomond Asset Management Explore the intricate world of estate planning for business owners in our latest podcast episode. Join Neal Kelly and David O'Neill from Thomond Asset Management as they delve into crucial topics with Hugh Clohessy, Managing Principal at Clohessy & Co Solicitors. From succession planning to tax impl...

🏛️ Estate planning isn't just about passing on assets—it's about securing your legacy. Join us in our latest podcast episode with Neal Kelly, David O'Neill, and Hugh Clohessy as they navigate the complexities of succession planning for business owners. Tune in for actionable advice and expert guidance!

Financial Foundations | Episode 3 | Estate Planning for Business Owners | Thomond Asset Management Explore the intricate world of estate planning for business owners in our latest podcast episode. Join Neal Kelly and David O'Neill from Thomond Asset Management as they delve into crucial topics with Hugh Clohessy, Managing Principal at Clohessy & Co Solicitors. From succession planning to tax impl...

Explore the intricate world of estate planning for business owners in our latest podcast episode.

Join Neal Kelly and David O'Neill from Thomond Asset Management as they delve into crucial topics with Hugh Clohessy, Managing Principal at Clohessy & Co Solicitors.

From succession planning to tax implications and legal considerations, this discussion offers essential insights to safeguard your business and personal assets.

Don't miss out—watch now and gain expert guidance on securing your legacy.

Watch in full:

Estate Planning for Business Owners | Financial Foundations | Episode 3 Explore the intricate world of estate planning for business owners in our latest podcast episode. Join Neal Kelly and David O'Neill from Thomond Asset Manage...

🏡📈 Planning for retirement, managing cross-border assets, and safeguarding their family's future - Enda & Caroline's journey showcases the power of bespoke financial strategies.

Learn how we can help you navigate similar challenges and achieve peace of mind.

Read the Case Study: https://www.thomondam.com/news-insights/case-study-navigating-cross-border-wealth-planning

Navigating Cross-Border Wealth Planning 🌍

Meet Enda & Caroline - a couple navigating international living, tax efficiency, and securing their legacy for future generations. Discover how our tailored wealth management services helped them achieve their goals with confidence.

Read the full Case Study: https://www.thomondam.com/news-insights/case-study-navigating-cross-border-wealth-planning

Case Study: Navigating Cross-Border Wealth Planning | Thomond Asset Management Enda & Caroline, a successful couple in their mid-50s, were at a pivotal point in their lives when we met them. The couple met in the UK but moved back to Caroline’s home in county Limerick when they had their children.

📘 Check out "The Entrepreneur's Guide to Wealth Management." This article provides a deep dive into effective wealth management and tax strategies crucial for business owners. Enhance your financial acumen and secure a prosperous future! 💼💰

Watch in full:

The Entrepreneur's Guide to Wealth Management | Thomond Asset Management Managing both personal and business finances as an entrepreneur presents unique challenges and opportunities. Balancing the demands of business growth with securing personal financial stability requires a strategic approach. This article explores key themes and strategies for entrepreneurs to consid...

🔹 Smart Financial Planning: Ronan & Deirdre's Journey

Discover how Ronan & Deirdre, a couple in their mid-40s with a net worth over €2 million, navigated the complexities of financial planning to secure their family's future. From clearing debt to achieving tax efficiency, our tailored strategies provided them with peace of mind and a lasting legacy for their children. Learn more about their journey and how we can help you achieve similar goals.

Read the full case study:

Case Study: Crafting a Bright Future for Their Children Through Smart Financial Planning | Thomond Asset Management Ronan & Deirdre are a hardworking couple in their mid-40s with a clear vision for their family’s future.

Navigating the investment landscape can seem daunting for those without a financial background. In Ireland, with its unique financial regulations and opportunities, it becomes even more critical for individuals to grasp basic investment principles to enhance their financial well-being.

Our latest article provides a straightforward guide tailored for the Irish investor looking to step confidently into the world of investments.

Read the full article to learn more and start making informed investment decisions today! 💼📈

https://www.thomondam.com/news-insights/investment-strategies-non-financial-people

A deserving charity… sign up for a great day out 👍

Excitement is building…getting close to the largest Limerick based Kayak event of the year!! The R**e Crisis Midwest 10k Annual Charity Paddle!!
Sign up for a great day in support of a great cause!

https://eventmaster.ie/event/1Ad8UwDHeM

🎥📖 Navigating the financial landscape as an entrepreneur can be challenging. Our latest video podcast, ""The Entrepreneur's Guide to Wealth Management,"" offers expert advice on tax planning, investment strategies, and financial growth for business owners. Watch now and read the full article to learn more!

https://www.thomondam.com/news-insights/financial-foundations-episode-2-entrepreneurs-guide-wealth-management

🌟 Can You Retire at 50?

Ever dreamed of early retirement? It's possible with the right financial planning. Check out our latest infographic to see what it takes to retire by 50. We break down key factors like savings targets, investment strategies, and lifestyle considerations. Ready to start planning? Contact us for personalised advice!

https://www.thomondam.com/"

Looking to grow your financial expertise or start your investment journey? Our latest podcast episode is your go-to resource!

Discover actionable tips on setting financial objectives, managing risks, and creating a diversified portfolio to secure your financial future. Dive into expert insights and practical advice designed to help you achieve long-term financial success.

https://www.thomondam.com/news-insights/financial-foundations-episode-1-investment-strategies-non-financial-people

🎥📖 Just released: "The Entrepreneur's Guide to Wealth Management" featuring our latest video podcast! Get expert insights on tax planning, investment strategies, and financial growth for business owners. Watch the discussion and read the full article to secure your financial future! 💼

https://www.thomondam.com/news-insights/financial-foundations-episode-2-entrepreneurs-guide-wealth-management

🎥 Episode Two | The Entrepreneur's Guide to Wealth Management 🎙️

Join Neal Kelly, David O'Neill, and guest Pat Sheehan, Tax Partner at BDO, for Episode 2 of the Thomond Asset Management Podcast.

In this episode, we delve into the key considerations that business owners should take to help with long-term financial planning and succession planning. Don't miss this essential guide for business owners! Watch now 🎥👇

https://www.youtube.com/watch?v=6cwrWgzwq20

🎉 What a fantastic day at the Munster vs Ulster match at Thomond Park Stadium!

Our team at Thomond Asset Management had an amazing time with clients and friends. It was a pleasure to connect with everyone in such an exciting atmosphere.

📸 Check out our album for some memorable moments from the day.

Kevin and Michelle, successful professionals in their 50s, faced the challenge of balancing successful careers and planning for a comfortable retirement.

Dive into their story, learn how we tailored a retirement and succession plan, and ensured a seamless transition for their businesses.

Ready to plan your financial future? Contact us today.

Case Study: Professionals Planning for Retirement and Business Succession | Thomond Asset Management We have assisted a significant number of clients transfer their pension benefits from the UK but to be clear no two clients and their circumstances have ever been the same so it will always be important for you to seek professional financial advice before you act on any benefits you have accrued in....

Embark on Kevin and Michelle's journey—a story of successful careers, thoughtful planning, and securing a lasting legacy.

Discover how our expert financial advisers crafted a tailored retirement and succession plan, ensuring a smooth transition for their family businesses.

Read more here: https://www.thomondam.com/news-insights/case-study-professionals-planning-retirement-and-business-succession

Ready to chart your course? Contact us for personalized wealth and succession solutions.

Financial health matters! Explore why a routine financial check-up is vital.

Set goals, manage expenses, and secure your future.

Start your financial well-being journey now: https://www.thomondam.com/news-insights/what-financial-health-check

Meet Kevin and Michelle, successful self-employed professionals in their 50s.

As they approach retirement, their goals included securing their future and ensuring a smooth transition for their children inheriting their businesses.

Read how our expert financial advisers crafted a comprehensive retirement and succession plan, ensuring a comfortable retirement and preserving their legacy: https://www.thomondam.com/news-insights/case-study-professionals-planning-retirement-and-business-succession

Ready to navigate your wealth and succession journey? Contact us to start your personalised plan.

Case Study: Professionals Planning for Retirement and Business Succession | Thomond Asset Management We have assisted a significant number of clients transfer their pension benefits from the UK but to be clear no two clients and their circumstances have ever been the same so it will always be important for you to seek professional financial advice before you act on any benefits you have accrued in....

Discover the key to a more secure financial future with our latest article.

Learn how this check-up can spot potential issues, set goals, and guide your financial journey.

Read more below!

What is a Financial Health Check? | Thomond Asset Management Just as we visit a doctor for regular check-ups to monitor our physical well-being, it is equally crucial to conduct routine assessments of our financial health. Financial well-being is a cornerstone of a happy and stress-free life, yet many people neglect to give it the attention it deserves. A fin...

Sign up to the Thomond Asset Management Newsletter

Looking to navigate the complex world of financial services?

Our newsletter is specially crafted to bring you expert guides, insightful articles, and real-life case studies.

Subscribe now: https://thomondam.us21.list-manage.com/subscribe?u=7b57dccbe2733ed2ee2f3aef5&id=afab0ab6c0

Discover insights that could change your financial game in our latest newsletter.

🔍 "Could I retire at 50?"
📖 Guide - Your Income in Retirement
🌍 Case study - Transferring a UK Pension.

Access a wealth of knowledge. Explore the newsletter here: https://mailchi.mp/a13fc77a833e/october-newsletter-10-reasons-pensions-still-make-sense-12666512

Ready to elevate your financial strategy? 💼💰

Our seasoned advisors are just a call away! 📞 Book a consultation today, and let's discuss your unique financial goals and challenges.

Don't wait; take the first step towards financial success: https://calendly.com/don2022/30min-1

At Thomond Asset Management, our aim is to make the complex world of financial services clear, simple and tailored to you.

We offer a personalised service designed to help you achieve your financial goals.

Our services include full financial planning, discretionary investment management, succession and estate planning.

Whether your goal is to plan a secure retirement, or simply make your assets work harder we are here to make your options clear.

https://www.thomondam.com/

Stay Ahead of the Financial Curve with Our Newsletter 📈💼

Our newsletter is your gateway to expert insights, investment strategies, and the latest financial updates.

Sign up today to receive a wealth of valuable information directly in your inbox.

Subscribe now and stay informed 📥 https://thomondam.us21.list-manage.com/subscribe?u=7b57dccbe2733ed2ee2f3aef5&id=afab0ab6c0