Secure Your Tomorrow

Expert Personal Financial Planning for Business Owners

Personal Financial Planning for Business Owners in Ireland

Why Financial Planning is Essential

As an Irish business owner, securing your future and ensuring a comfortable retirement is crucial. At Amergin Group, we offer personalised financial planning services for business owners like you. Our financial planner’s team understands your challenges and can help you achieve your goals while planning for the future.

As a business owner, you must balance focusing on your company’s finances with planning for your personal finances. Here are some reasons why personal financial planning is essential for Irish business owners:

Retirement Planning

Having a personal financial plan can help you prepare for retirement and ensure you have the resources to live comfortably and pursue your passions in your golden years. At Amergin Group, we can help you choose the best retirement plan and investment options to secure your future.

Tax Planning

Managing your finances can be challenging, especially when it comes to taxes. At Amergin Group, we can help you identify tax-efficient strategies for managing your personal finances and reducing your tax liability. Our financial planners have extensive experience working with business owners in Ireland and can help you optimise your tax situation.​

Greater Financial Security

Unexpected events such as illness, injury, or economic downturns can significantly impact your finances. Having a personal financial plan can provide a safety net for you and your family in case of emergencies and unforeseen expenses. Our financial planners can help you set aside funds for emergencies and develop strategies to deal with any financial challenges that may arise.

Goal Setting and Achievement

Personal financial planning can help you set and achieve goals specific to your personal life. Whether saving for a home, paying for your child's education, or pursuing a passion or hobby, setting clear goals and developing strategies can help you stay motivated, focused, and on track towards your dreams and aspirations.

Cash Flow Detailed Analysis
Events & Goals

How Amergin Can Help

At Amergin, we understand that business owners often prioritise the financial health of their companies at the expense of their personal financial well-being. We offer specialised personal financial planning services tailored to business owners. Our expert team helps you develop a comprehensive financial plan that addresses your business income, investments, taxes, retirement goals, and more.

We take a holistic approach to ensure long-term financial success for your business and personal life. Don’t overlook your personal financial health.

Discover the Key to Personal Financial Success for Business Owners!


Thanks to Amergin, I finally have a comprehensive financial plan, including expert retirement and tax planning guidance. Their team went above and beyond by analyzing every aspect of my finances - from income and expenses to assets and liabilities. They provided valuable recommendations for achieving my short and long-term financial goals and even helped me evaluate retirement planning options and create a tax-efficient plan. With their expertise, I feel confident about my financial future and have peace of mind knowing that I have a solid retirement strategy in place and optimized tax planning strategies. I highly recommend it!
Cian Quinn
I am so grateful to have found this service! The team provided me with a comprehensive analysis of my financial situation and helped me create a personalised financial plan to achieve my short-term and long-term goals. They thoroughly researched my financial position and provided valuable recommendations for optimising it. Their evaluation of my retirement planning options and strategies gave me confidence in my future. I also appreciate their expertise in creating a tax-efficient plan to manage my finances and mitigate risk to protect my assets. I highly recommend this service to anyone seeking expert financial guidance and support.
Jack Walsh


Personal Financial Planning for Business Owners is a service that helps business owners create a comprehensive financial plan. It includes an analysis of their income, expenses, assets, and liabilities and recommendations for achieving their short-term and long-term financial goals.

As a business owner, your finances are closely tied to your business finances. Having a solid financial plan can help you achieve your personal financial goals while ensuring your business’s success.

The service includes an assessment of your financial situation, analysis of your income, expenses, assets, and liabilities, development of a personalised financial plan, recommendations for achieving short-term and long-term financial goals, detailed analysis of your investment portfolio, evaluation of retirement planning options and strategies, creation of a tax-efficient plan for managing your finances, and recommendations for mitigating risk and protecting your assets.

Personal Financial Planning for Business Owners is specifically tailored to the unique financial needs of business owners. It considers the financial challenges and opportunities that come with owning a business and provides customized recommendations to help you achieve your personal financial goals.

The cost of Personal Financial Planning for Business Owners varies based on the complexity of your financial situation and the specific services you need. We offer three different service packages: Silver, Gold, and Platinum. Each package is tailored to meet your unique requirements. Contact us for a personalised quote and discover which package best fits you.

Consolidating your personal financial planning and tax return services with one company can save you time and money. With one company managing your financial planning and tax return services, you won’t have to spend time coordinating with multiple service providers.
This can help you streamline your finances and simplify managing your money. Additionally, having one company manage both services can help you take advantage of synergies between financial planning and tax management, leading to better outcomes for your financial future.

Consolidating your personal financial planning and tax return services can offer several benefits:

  1. It can help you simplify your finances and reduce the stress and time associated with managing multiple service providers.
  2. Having one company manage both services can help you take advantage of synergies between financial planning and tax management, which can lead to better outcomes for your financial future.
  3. Consolidating your services can help you gain a more comprehensive view of your financial situation, allowing you to make better-informed decisions about your finances.

To get started, simply contact us to schedule an initial consultation. We’ll discuss your financial goals and needs, and recommend a customized plan to help you achieve them.


Get in Touch


email us:

Phone number: + 353 (01) 201 6953

4 Pembroke Street Upper
Dublin D02 VN24

The Downs Mews
Downs Lodge
Glen of the Downs
Co. Wicklow
A63 AK30