Knowing it's all taken care of
Clontarf Private Wealth helps individuals and families make confident financial decisions today, tomorrow and for the generations that follow.
If you find yourself asking, "Will I have enough?", "How can I take care of my family?", or "How do I prepare for retirement?", you don’t have to answer these questions alone. We combine deep investment expertise with personal advice to help you make better financial decisions over decades, so you can focus on living your life the way you want to.
Our
Approach
Every relationship begins with an understanding of what matters most to you. Before discussing investments, strategies or structures, we take the time to understand your goals, your family and what you want your wealth to achieve.
Where we start
You will always have a clear understanding of what services are being provided, what results to expect and the costs that are involved. Transparency sits at the centre of every relationship.
How we work with you
Advice should bring clarity, not complexity. We help you understand the opportunities, trade-offs and decisions in front of you so you can make informed decisions and move forward with confidence.
How we advise
Greater clarity, control and peace of mind knowing that every aspect of your financial life is working together, through a coordinated strategy that combines investments, tax planning, debt strategies, retirement and estate planning.
What you get
We believe wealth is interconnected.
Your income and investments impact your tax position. Your tax position influences your retirement. Your retirement shapes your estate. Rather than treating these as separate conversations, we build one coordinated strategy designed around your goals, your family and your future.
Our Philosophy
Our
Advice Service
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Building resilient portfolios designed to perform through changing market conditions, supported by a dedicated investment team through our partnership with Evidentia Group.
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Creating confidence around your financial decisions by ensuring your cash flow supports the life you want to live.
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Protecting your family, income and assets before unexpected events occur.
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Coordinating your legal, tax and financial affairs so your wealth passes to the people and causes that matter most.
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Helping you maximise your wealth using one of the most tax-effective retirement systems, while creating sustainable income for you throughout retirement.
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Using debt strategically, whether reducing it sooner or leveraging it responsibly to build long-term wealth.
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Helping families navigate one of life's most complex transitions with clarity and compassion.
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Helping families transition wealth with clarity, confidence, and purpose.
Ready to see how it all fits together?
Tell us a little about yourself and what you’re looking to achieve. Our team will be in touch to start the conversation.
“With you, I’ve never felt as though I’m just the next person through the door.”
– Suzzane