Don’t DIY… 

Just askpaul.

Should you be saving for the kid’s education fund, what about your retirement?  Then again you do want to do up the house and get that new car… BUT how do you tackle it all?…

Want to know how? Just askpaul!

 

askpaul has helped 6,750+ Irish families protect their financial futures

Finally, financial planning that makes sense…

Here at askpaul, we get rid of the guesswork and help you navigate all the “things” on your list.

With the right advice, anything is possible. SO, No matter what you want to do, we’re here to help you spend, save, retire… better.

"Fantastic service, wish I knew about your service 15years ago"

– A happy askpaul client

"By far the best financial planners that I have dealt with"

– A happy askpaul client

"Helping take the stress out of the whole process"

– A happy askpaul client

"Five-star experience. We got more than we imagined we would from the service so far"

– A happy askpaul client

"Paul was excellent and easy to speak with understands ordinary people with everyday problems"

– A happy askpaul client

"Professional. Personable. Clear. Friendly. 5 stars all around, couldn’t be happier!"

– A happy askpaul client

What are the benefits to an askpaul financial plan for you?

MAKING SENSE OF YOUR MONEY

Most of the people that we see think that they have a handle on their current situation, but during an askpaul consultation our team of advisors go through your finances with a fine tooth comb , using our finance mapping software to apply the science to your incoming and outgoing. During this process we assess everything that your earning and paying for and provide direction on your finance leaks and financial gaps.

Don’t worry, there’s no judgement from our advisors, if you like to shop online or eat out quite a bit, we’re not going to tell you how to spend your hard-earned income, BUT we will advise you how to shift your outgoings by creating a plan that focused on achieving all the “things” you want to.

FINANCIAL BALANCE FOR NOW AND THE FUTURE

Here at askpaul we don’t believe in sacrificing the today you for the future you, a great financial plan allows you to enjoy life now while also providing for your future.

Your personal consultation will focus on your current and future goals, no matter what they are our advisory team will build your financial plan around you (and any little you’s there may) and all the things that you want to achieve, this year, next year and in the years to come.

We’ll provide a path for you to achieve as many of the things you want to do.

ENJOY A BETTER STANDARD OF LIVING

Most people assume that they would have to sacrifice their standard of living if they start budgeting & savings or investing for their long/short term financial goals. On the contrary, we design a financial plan where you would not need to compromise your lifestyle. It is possible to achieve your goals while living comfortably.

INCREASE YOUR SAVINGS

It is possible to save a little money without having a financial plan, but we mostly find that  it may not be the most efficient way to go about it.

When we create a financial plan for you, along with offering a good deal of insight into your income and expenses, we also help you track and cut down your costs consciously, switch to cheaper mortgage rates, better protection quotes & much more. This automatically increases your savings in the long run.

BE PREPARED FOR EMERGENCIES

Having the right kind of protection is a critical aspect of financial planning. We ensure that you & your family are protected with the right insurance policies based on your circumstances. This way, you don’t have to worry about managing expenses in case of a family emergency or a job loss.

GET PEACE OF MIND

With adequate funds at hand, you can cover your monthly expenses, invest for your future goals and treat yourself & your family without worry. Financial planning helps you manage your money efficiently and enjoy peace of mind. We also review and monitor the plans every year to ensure that they are kept up to date and in line with your changing goals/needs.

Get a personal consultation with the askpaul team to map out all the things you want to do and we’ll provide the direction to get you there

What are the benefits to an askpaul financial plan for you?

There are numerous practical benefits to financial planning. It helps you to:

MAKING SENSE OF YOUR MONEY

Most people that we see think that they have a handle on their current situation, but during an askpaul consultation our team of advisors go through your finances with a fine tooth comb , using our finance mapping software to apply the science to your incoming and outgoing income. During this process we assess everything that your earning & paying for and provide direction on your financial leaks and gaps.

Don’t worry, there’s no judgement from our advisors, if you like to shop online or eat out, we’re not going to tell you how to spend your hard-earned income, BUT we will advise you how to shift your outgoings & create a plan that paves the way to achieve all the “things” you want to.

FINANCIAL BALANCE FOR NOW AND THE FUTURE

Here at askpaul we don’t believe in sacrificing the “today you” for the “future you“, a great financial plan allows you to enjoy life now while also providing for your future.

Your personal consultation will focus on your current and future goals our advisory team will build your financial plan around you (and any little you’s there may) and all the “things” that you want to achieve this year, next year and in the years to come.

We’ll provide the path for you to achieve as many of the “things” you want to do.

ENJOY A BETTER STANDARD OF LIVING

Most people assume that they would have to sacrifice their standard of living if they start budgeting & savings or investing for their long/short term financial goals. On the contrary, we design a financial plan where you would not need to compromise your lifestyle. It is possible to achieve your goals while living comfortably.

INCREASE YOUR SAVINGS

It is possible to save a little money without having a financial plan, but we mostly find that  it may not be the most efficient way to go about it.

When we create a financial plan for you, along with offering a good deal of insight into your income and expenses, we also help you track and cut down your costs consciously, switch to cheaper mortgage rates, better protection quotes & much more. This automatically increases your savings in the long run.

BE PREPARED FOR EMERGENCIES

Having the right kind of protection is a critical aspect of financial planning. We ensure that you & your family are protected with the right insurance policies based on your circumstances. This way, you don’t have to worry about managing expenses in case of a family emergency or a job loss.

GET PEACE OF MIND

With adequate funds at hand, you can cover your monthly expenses, invest for your future goals and treat yourself & your family without worry. Financial planning helps you manage your money efficiently and enjoy peace of mind. We also review and monitor the plans every year to ensure that they are kept up to date and in line with your changing goals/needs

Get a personal consultation with the askpaul team to map out all the things you want to do and we’ll provide the direction to get you there

What makes financial planning so important?

  1. Manage your income scientifically 
  2. Tackle inflation
  3. Save for children’s education
  4. Retirement planning
  5. Tax saving

    A goal without a plan is just a dream, so no matter what your goals are, we’re here to help you achieve them.

    Our Advisors

    We have a team of over 50+ experts with 9 certified Financial Planners & 5 Mortgage Advisors, managing €144mln+ of client assets.

    Conor Byrne | askpaul

    Conor Byrne QFA APA

    Áine Cullen | askpaul

    Áine Cullen CFP® MSc GDip QFA

    Darren Nolan | askpaul

    Darren Nolan QFA IATI CFP®

    Your Financial Wheel of Life

    Maintaining the right balance in your finances to keep moving forward.

    When it comes to personal finance, balance is critical to your success. By maintaining a balance between the different areas of your financial life throughout your lifetime, you can make sure every aspect of your finances gets the attention it needs. As a result, you can journey towards reaching your financial goals smoothly. This Wheel of Life activity will offer you a “helicopter view” of your life so that you can bring things back into balance.

    Download the Wheel of Life




    Pax Asset Management Dac t/a AskPaul & Pax Financial is regulated by the Central Bank of Ireland. Registered No. 461783.