Financial Planning & Investment Strategy

Our Wealth Management team provides impartial advice on investments to help private individuals develop and grow their wealth.

Whether you are investing excess personal or business cash, you will want to achieve the highest possible return for a level of risk that suits you. Our expert team of Financial Planners will develop a tailored strategy that is suitable, transparent, and regularly reviewed to ensure it continues to meet your needs.

Our services include:

  • Financial Planning – Defining your goals and creating a roadmap to achieve them
  • Investment Strategy – Build diversified portfolios aligned to your risk profile
  • Asset Allocation – Balance risk and return across appropriate asset classes
  • Retirement Planning – Ensure you are on track for financial independence
  • Ongoing Reviews – Adapt your plan as your circumstances change

For more information or to discuss your specific requirements, please contact a member of our team.

Other Private Client Services services

Estate & Succession Planning Supported by dedicated taxation specialists, RBK’s experienced team will provide expert, confidential and independent advice to help you plan the tax efficient transfer of your assets to the next generation, either during your lifetime, or afterwards. Value Acceleration & Exit Planning Program The Value Acceleration Program begins with long term business, financial and personal goal setting. Once completed, long term goals are broken into 1-year objectives, then 90 day “sprints” and 30-day milestones.
Protection & Risk Management Your ability to generate an income is one of your most important assets, if not the most important. With this in mind our expert Financial Planners offer independent advice on protection and risk management products to help you remain financially secure in the event of an unexpected loss of income.
Retirement & Pension Planning When you retire from working your ability to generate an income diminishes, therefore planning for retirement is about more than building a pension, it’s about ensuring you have the financial security, flexibility, and income to enjoy the lifestyle you want.
Estate & Succession Planning Supported by dedicated taxation specialists, RBK’s experienced team will provide expert, confidential and independent advice to help you plan the tax efficient transfer of your assets to the next generation, either during your lifetime, or afterwards. Retirement & Pension Planning When you retire from working your ability to generate an income diminishes, therefore planning for retirement is about more than building a pension, it’s about ensuring you have the financial security, flexibility, and income to enjoy the lifestyle you want.
Protection & Risk Management Your ability to generate an income is one of your most important assets, if not the most important. With this in mind our expert Financial Planners offer independent advice on protection and risk management products to help you remain financially secure in the event of an unexpected loss of income. Value Acceleration & Exit Planning Program The Value Acceleration Program begins with long term business, financial and personal goal setting. Once completed, long term goals are broken into 1-year objectives, then 90 day “sprints” and 30-day milestones.
Estate & Succession Planning Supported by dedicated taxation specialists, RBK’s experienced team will provide expert, confidential and independent advice to help you plan the tax efficient transfer of your assets to the next generation, either during your lifetime, or afterwards. Retirement & Pension Planning When you retire from working your ability to generate an income diminishes, therefore planning for retirement is about more than building a pension, it’s about ensuring you have the financial security, flexibility, and income to enjoy the lifestyle you want.
Protection & Risk Management Your ability to generate an income is one of your most important assets, if not the most important. With this in mind our expert Financial Planners offer independent advice on protection and risk management products to help you remain financially secure in the event of an unexpected loss of income. Value Acceleration & Exit Planning Program The Value Acceleration Program begins with long term business, financial and personal goal setting. Once completed, long term goals are broken into 1-year objectives, then 90 day “sprints” and 30-day milestones.

Team members

A man in a dark suit, white shirt, and red-and-blue striped tie is smiling at the camera. He has short brown hair and is standing in a bright, modern indoor setting. Patrick Keegan

Wealth Management Director

Tel: +353 90 6480600

Get in touch

At RBK, we provide our clients with high-quality technical and commercial solutions that are responsive, relevant and practical.

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