Anyone who has a source of income and out-going expenses should have a structured financial plan. The objective of this is to help you achieve your financial goals. But really what it does is to help you live the life you want to live. It can be as simple as paying the mortgage off early, saving for education expenses, putting a sum aside for a “rainy day” or planning for a comfortable retirement.

Your life is your story

At Quintas Wealth Management, we like to think that your life story is like a book. As the pages turn, your story is told. Each chapter is a different stage of your life. At each stage, you will have different challenges, opportunities, and choices. You probably have plans in place for what you wish to achieve in each chapter. So why would you not have a plan in place to financially support these plans?

What is financial planning?

Financial planning is a straightforward way of creating a roadmap that will help you as you journey through your story. Creating a roadmap for your financial future is for everyone. It provides a step-by-step approach to meeting your life goals. It puts you in control of your income, expenses, and investments so you can manage your money to deliver the best outcome for you. Financial planning is an ongoing process that will reduce your stress about money. It will support your current needs and help you be prepared for what you want in the future.

Benefits of financial planning

  1. Puts you in control

By understanding clearly what your income and outgoings are and setting out your goals you are firmly in control. Without a plan in place, it can be hard to budget properly on a day-to-day basis, let alone plan for the future or the unexpected. A financial plan puts you in control, so you know not only where you want to get to but how you are going to get there and when.

  • Peace of mind

A financial plan helps you manage your money efficiently. It considers many factors including your life stage and risk profile as well as your family situation. That way you can not only cover your ongoing regular expenses, but you are safe in the knowledge that future and unexpected expenses have been planned for too.

  • Cover all eventualities

Your financial plan will be unique to you. It will incorporate the right mix of protection, investing and saving for what you want to achieve. A part of any good plan will create an emergency fund. This is a critical aspect of financial planning to ensure that your plan delivers what is right for you regardless of what happens.

Our 4-step approach

At Quintas Wealth Management we offer a simple 4-step approach to financial planning. This allows us to work together with you to put a robust plan in place to get you where you want to be. 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 consider many factors including your life stage and risk profile as well as family situation.

We also build-in security against any unforeseen circumstances that may happen. And most importantly we review your plan regularly to make sure that it is delivering what you need and to take into account any changes you may require.

So, if you’re ready to talk to us about your story, just get in touch.

31 May 2022

Our other news

  • Quintas Wealth Management to join Xeinadin Group along with Quintas Accountacy

    22 September 2023

  • NEW Quarterly Market Report now published

    13 July 2023

  • The coming of age for PRSA’s

    21 June 2023

  • ARFs and Annuities – what happens after you retire?

    23 May 2023

  • Planning your financial future – what to know about asset transfer

    2 May 2023

  • 5 Top Questions about – Income Protection

    27 March 2023

  • Is now a good time to cash in my investment?

    15 February 2023

  • My First Year: 5 Things I’ve Learnt

    17 January 2023

  • Why start retirement planning early

    24 November 2022

  • EIIS Fund Launch

    25 October 2022

  • 5 Top Questions About – Pensions

    21 September 2022

  • 5 Top Questions About – Market Volatility

    19 July 2022

  • Pension Auto-Enrolment and Your Retirement Planning

    7 April 2022

  • Financial Market Commentaries

    2 March 2022

  • Which is better Serious Illness cover or Income Protection?

    1 February 2022

  • How to make the most of your pension with maximum funding

    25 November 2021

  • Women and Pensions: What you should know

    19 October 2021

  • The 1,2,3 of ESG – What you need to know

    22 September 2021

What our clients say about Quintas

  • 1

    "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

  • 2

    "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

  • 3

    "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

  • 4

    "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

  • 5

    "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

  • 6

    "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

  • 7

    "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

  • 8

    "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

  • 9

    "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

  • 10

    "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

  • 11

    "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

  • 12

    "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

1

John Riordan | Director of Support | Shopify

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 certainty in the absolute integrity of your dealings with us.

2

Helen Down | Ballincollig

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.

3

Derek Goggin | Chief Financial Officer | Teamwork

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.

4

Brian Robinson | CTO | Dataworks Limited

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.

5

John Boylan | Partner BDM Boylan Solicitors

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.

6

Dr Rose Curtin | Elmwood Medical Centre

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 hesitation in recommending their services.

7

Dr Sean Mc Carthy | Dentist

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.

8

Aidan Mc Avinue | Accountant

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.

9

Gino & Nicola Lee | Director | Parbo Limited

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 enough for making this so easily to understand and complete.

10

Monica Holland | Director | Cloghroe Pharmacy

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.

11

Pat Mullins | Partner | BDM Boylan Solicitors LLP

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.

12

Peter Murphy | Director & General Manager | Apple Operations Limited

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 investment objectives as well as our personal needs.

About us

Quintas Wealth Management is a Cork-based Financial Services Provider.

Our objective is to enhance your financial health through our independent advice, expertise, and experience. We are dedicated to providing quality and excellence in everything we do. Our aim is to give our customers the best value and solutions for all their wealth management needs.

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