Our belief at Quintas is that the most constructive way of establishing a client’s financial goals and putting solutions in place to achieve them is through our financial review process. This allows us to work with you to assess where you are at in financial terms and where you are trying to get to. We take into account many factors including your lifestage and risk profile as well as family situation. We also build-in security against any unforeseen circumstances that may happen.
Our simple 4-step approach means together we can put a robust plan in place to get you where you want to be.
STEP 1 – Where are you now and where do you want to get to?
This is where we listen and discuss. We need get to know you, what stage you are at in life and your personal circumstances. We then discuss what your goals are or could be. These include short, medium and long-term goals.
STEP 2 – What products and services are available?
Drawing on our breadth of experience and access to providers, we discuss the various products available. These can be right across the spectrum from protection and income protection to short-term savings or longer term investment for your pension.
STEP 3 – What will your personalised financial plan look like?
We put a plan together based on all of the information we have gathered. The aim of this is to give you a clear indication of the journey you will take to achieve the goals you have decided upon. We allow room for unforeseen eventualities as they do pop up.
STEP 4 – What happens if something changes?
Our financial review process is an ongoing one. There is simply no point in putting a plan together and filing it away. Life and circumstances change so at outset we agree key review dates. Ideally this is on an annual basis so we can make sure the plan still suits your purpose.
View our other services
What our clients say about Quintas
"I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Particularly reassuring to me is the feeling of c..." Read more
- John Riordan | Director of Support | Shopify
"I have been dealing with Anne O’Doherty in Quintas Wealth Management for over 10 years, i would strongly recommend their services based on professionalism , friendly manner and a strong track record on investment performance."
- Helen Down | Ballincollig
"Having dealt with Quintas Wealth Management over 6 years for protection, Investments and Pensions I would have no problem in recommending them based on their professional and efficient service."
- Derek Goggin | Chief Financial Officer | Teamwork
"I have dealt with Anne O’Doherty in Quintas Wealth Management for the last 6 years and I would strongly recommend them based on their professional, efficient and friendly service and most importantly their track record with our investment portfolio." Read more
- Brian Robinson | CTO | Dataworks Limited
"I and clients of mine have availed of the excellent services of Quintas Wealth Management, led by Anne O’Doherty. I have no hesitation in recommending Quintas Wealth Management."
- John Boylan | Partner BDM Boylan Solicitors
"I have been dealing with Anne and her team in Quintas Wealth Management for the last 10 years . I would recommend Quintas Wealth Management because of their transparency on a range of investment ideas within my pension fund .i would have no hesita..." Read more
- Dr Rose Curtin | Elmwood Medical Centre
"I have been a client of Quintas Wealth Management since its establishment in 2005 and over the last 16 years the team have provided me with invaluable advice in a very efficient and professional manner."
- Dr Sean Mc Carthy | Dentist
"I have been a client of Quintas Wealth Management since 2013 and have always found their process and approach to clients very professional As an accountant I feel this is of utmost importance when referring my clients to Quintas Wealth Management. "
- Aidan Mc Avinue | Accountant
"Protecting our family was at the forefront of our mind when we engaged with Quintas Wealth Management. What we came away with is a far more robust financial plan based on a complete analysis of our financial situation. We cannot thank the team eno..." Read more
- Gino & Nicola Lee | Director | Parbo Limited
"I originally engaged Anne and her team to assist with setting up my pension and retirement planning. However, I received far more than that and now have a much broader, well-thought out and organised financial plan that really gives me peace of mind."
- Monica Holland | Director | Cloghroe Pharmacy
"We have had the pleasure of dealing with Quintas Wealth Management over the past year. Without doubt we feel we have benefitted from the most astute financial advice combined with exceptional customer service."
- Pat Mullins | Partner | BDM Boylan Solicitors LLP
"Anne O’Doherty has been our financial advisor for the past 6 years . she listens to our requirements and our long-term goals and has provided us with a comprehensive plan of action. Anne has always offered sound financial advice based on our inv..." Read more
- Peter Murphy | Director & General Manager | Apple Operations Limited
Take the Next Step
Want to set up a meeting or request a quote? Didn't find what you were looking for?
We're here to help.