How can Metis Ireland help?

A life-centred approach Life Centered Planners, a movement dedicated to constantly challenging the status quo in the world of financial services, sets out some key principles. These principles fit with our own approach and so we’ve adapted them to set out our own values.

Our purpose is to help you achieve the best life possible with the money you have. We’ll work in partnership with you, putting your life at the centre of our conversations. We’ll take time to understand you, your background, philosophy, needs and objectives so we can help you put your money to good use. In so doing, we strive to provide you with a better return on life, not just a better return on your investments.

Organisation We’ll help you get your financial house in order and keep it that way. We’ll help you provide for your lifetime income and expenditure needs as well as your tax planning, investments, protection and estate planning.

Accountability We’ll help you follow through on your commitments by working with you to prioritise your goals. We’ll show you the steps you can take and regularly review your progress towards achieving them. Objectivity We’ll provide insight to help you avoid emotionally driven decisions in important money matters. We’re available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.

Proactivity We’ll work with you to anticipate your life transitions. We’ll make sure you’re financially prepared for them by regularly assessing what’s coming and creating your action plan to address and manage these transitions ahead of time.

Knowledge We’ll explore the specific knowledge needed for you to succeed by thoroughly understanding your situation, then providing the resources to help with your decision making. We’ll explain the options and explore the risks associated with each choice.

Inspiration Our goal is to inspire our clients to help them live the lives that they want. Our Metis LifePlan enables our clients to make the right decisions at the right time throughout their lives. We encourage our clients to take a long-term view. This allows us to make better decisions over time and identify when an important decision is being influenced by the biases that we’ve set out above.

MAKING BETTER DECISIONS

you can find us at info@metisireland.ie or speak to one of our experienced planners. limerick (head office) +35361 518365 dublin +3531 9081500 clonmel +35352 6148840

www.metisireland.ie

Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland. Disclaimer: The materials in this document do not constitute financial or other professional advice. You should consult a professional advisor if you require financial advice.

Please also consider the following: Warning: The value of an investment, and the income you receive from it, can go down as well as up and you may lose some or all of the money you invest. Warning: Past performance is not a reliable guide to future performance.