About our company

In late 2007 we setup our company to provide impartial financial planning advice and a wide range of financial solutions across a range of services including retirement and investment planning. Based in Waterford, we are ideally located to help you put together your Financial Plan whether you are based in Munster or indeed further afield.

Our Mission

To work with you in order to provide the best possible solutions to improve your financial well-being both now, and in the future.


What we can do to help you!

  • Financal Planning
  • Protection
  • Investments and Savings
  • Retirement Planning

Drop us a line if you would like to find out more

Are you in need for some advice? Get in touch with us.

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Our team

John Furlong
Grad Dip, QFA, LIAP(Dip) CFP Director
Luke Furlong
Junior Paraplanner