Contact Us

Framework Financial, Unit Ab1, Centrepoint House, Rosemount Business Park, Ballycoolin, Dublin 11 R6WV, Ireland.

T: (01) 882 9938  F: (01) 882 9772

LPI Awards

Shortlisted 2019

Dublin Financial Planning Broker of the year 2018

Shortlisted 2017

Copyright 2020 © Joe McGuinness & Co. Ltd trading as framework financial is regulated by The Central Bank of Ireland

Business Owners

Clear Planning

We encourage our clients to think bigger about their lives, by understanding their goals and objectives whilst trying to make the very best use of their resources. We believe that by making decisions in the context of a financial plan, it will make a difference to the lives of our clients. 

Business issues

Work life balance

Booking time off before time on. Time pressures. Diary management.

Activity

Processes. Time management. Improving profitability. Cashflow. Outsourcing.

Money issues

Retirement

When can I make work optional? How much do I need to maintain my lifestyle indefinitely?

Income

How much do I need to earn? Do I have an exit strategy from the business? Do I know my number? (the cost of maintaining my desired lifestyle indefinitely).

Pensions

Are my existing pension products suitable?

Keeping things simple

Am I well organised financially? A place for everything and everything in its place.

Investment concerns

Is my capital safe? What investment returns do I need? 

Case studies

Retirement Planning

Paddy (55) and Eileen (54) – Married
Business Owners

2 children (ages 27 & 29)

Protection

David (42) and Aoife (39) – Married

Business Owners

2 children (ages 4 & 7)

Family issues

Start in life

Having funds available to pay for children’s education. Having funds available to help children in purchasing property or getting married.

Catastrophes

Do I have adequate life assurance or other protection benefits in place to ensure my family’s lifestyle is protected in the event of my premature death? Can my family benefit from the value of the business asset in the event of my death?

Estate planning

Ensuring my assets are passed on to loved ones in the most tax efficient manner.

Long term care

Considering long term care requirements for elderly parents.

Lifestyle issues

Health

Am I taking time out to look after myself? Are there other hobbies or activities I would like to do?