Our Clients
Every day you deal with your patients’ questions and queries about their health. Do you ever get the chance to pose those same questions in relation to the health of your finances?
You might be considering some of these questions already:
- Am I saving enough?
- How much is enough?
- Will we be able to afford college for our kids?
- How does my pension work?
- When can I retire?
- Will we run out of money?
- Is there a better way to save?
- How does the GMS scheme work?
At MGM we’ll do more than answer these questions, we’ll help you every step of the way. We firmly believe that ‘life is a journey, not a destination’.
Using our collaborative planning process, we’ll create a plan for you that will ensure you have a clear strategy to help you protect your family now and, in the years to come. We can help you identify and accomplish your life goals and live the life you dream of and deserve.
Work with us and make sure you live your journey to the full.
Your Plan
What Our Clients Say
"Declan and his team have taken the hassle out of investing for me. We decide on a plan and MGM help me execute it."
Financial Planning Client, Munster
"I trust Mary implicitly to keep me on the straight and narrow – she’s somehow managed it for years."
GP, Dublin
"I’d never had a pension before and Paula took the pain and the mystery out of it for me."
Group Pension Client
"Declan has been great reassuring us we’re on the right path."
Hospital Consultant, Dublin
"I had no idea about the GMS pension and private pensions and really appreciated Clíodhna making it so clear and simple."
Newly Qualified GP, Galway
"Declan has been working with us so long he’s practically family. I wish all my family gave me such good advice."
Investment Client, Dublin
"Mary not only understands where everything is invested, she also always asks about our dogs!"
Pension Client, Westmeath
"I hadn’t a clue about anything finance related. Clíodhna took the time to make sure I understood it all and helped me feel in control of my own money."
Family Clients, Cork
"Initially I met Clíodhna through my work pension. I trusted her straightaway and have since done lots of other financial work with her including a full plan, which my wife loved."