Welcome to Your Path to Financial Success

noun underline 4303775 1 2

At Greenway Financial Advisors, we’re committed to helping you reach your financial goals.

Our experienced advisors offer personalised guidance tailored to your needs. Start your path to financial success today.

Untitled design 6

Our Financial Planning Steps

Budgeting & Saving

Family finances can feel like a juggling act, especially when you’re balancing monthly bills, unexpected expenses, and long-term savings goals.

That’s where budgeting and saving comes in—it’s not just a tool for managing money, but a way to foster communication, build financial security, and achieve shared dreams.

Building Emergency Funds

Building an emergency financial fund is a critical step in securing your financial stability.

It’s your safety net for unexpected expenses like medical bills, car repairs, or job loss.

Planning for Property Purchases

Saving for a property is a significant financial goal that requires careful planning and discipline.

You need to set clear goals, manage your finances, monitor your progress and keep motivated.

Protecting Your Family

Protecting family finances involves a combination of proactive planning, risk management, and ongoing vigilance.

Areas to consider when protecting your family are having adequte emergency funds, insurance cover, diversifying income and estate planning.

Planning for Your Retirement

The best time to start planning for retirement is as early as possible, ideally in your 20s or when you begin earning income.

Starting early allows you to take full advantage of compound interest, giving your savings more time to grow.

However, it’s never too late to start, and the steps you take will depend on your age and financial situation.

Investments & Building Wealth

Investments are essential for growing wealth and achieving financial goals.

They can vary in terms of risk, return, and purpose. Investing wisely involves balancing risk and return while aligning with your goals.

If you’re unsure, consulting a financial advisor can help you make informed decisions.

Finances at Retirement

Retirement is a significant milestone, but financial planning doesn’t stop once you retire.

Managing your savings, controlling expenses, and ensuring a steady income stream are crucial for enjoying a comfortable, stress-free retirement.

Inheritance and Tax Planning

Inheritance tax is something people forget about until it’s too late.

Make sure you’ve thought ahead and planned for your inheritance tax.

Client Testimonials

Our Agency Partners

Aviva pensions investments life products
irish life pensions investments life products
New ireland pensions investments life products
Royal london pensions life products
Zurich pensions investments life products

Contact Us Now

"*" indicates required fields

Name*
Accept Terms of Business and Privacy Notice.*
Click here to view all our Terms of Business and here to view our Privacy Notice
Receive News & Ideas.
We will never share your information with a third party without your consent. You can opt out at any time.
This field is for validation purposes and should be left unchanged.

About Us

At Greenway, we bring together our knowledge, experience and efficiency to our customers. We’ll help you find the right path or products, and even better, you’ll know why, and how to use it.

Our financial advice is tailored to each individual needs and situation. Our goals is to help our customers reach financial independence and better their lifestyles.

Financial-advisors-Ian-Debbie-Orange-Circle

Financial Services We Provide

1 personal advice

Personal Advice

Affordable Financial Plans – Budgets For Individuals & Families

3 protection

Financial Protection

Income Protection – Mortgage Protection – Life Insurance

2 pension

Pensions & Retirement

Set Up Or Review A Current Pension – Plan For Retirement

4 investment

Investment Advice

Where to invest – Grow your wealth – Build children’s savings

6 business pension

Pension for Businesses

Pensions For Business Owners – Company Pension Plans

5 business advice

Business Management

Our 7 steps program to improve profit

News & Stories

Frequently Asked Questions

When should you get financial advice?

When you have a big decision to make or your life is changing, there’s a lot of information to look at before making that change.

  • Should you save or invest your money?
  • What are your mortgage options?
  • Which insurance is right for you?
  • Significant life changes, like weddings and starting a family
  • Looking after and planning for your retirement
  • Planning your long-term saving and budgeting
  • How much will your goals cost?

How does asking for financial advice work?

When two options look incredibly similar, financial advice you can trust will allow you to make the best decision for yourself.

Emma needs life insurance. She’s gotten three quotes, and they all cost roughly the same. How does Emma choose? She’s tempted to go for the cheapest because it’s hard to know.

This is where financial advice helps.

Emma’s financial advisor knows all these products well and asks her a few extra questions. Her financial advisor can tell her the difference between those insurance policies and how they affect her.

The choice is still entirely up to Emma, and she decides to go for the second cheapest policy because it gives a funeral payment.

Her father died two years ago, and her mother had to take out a credit union loan for the funeral costs. Emma doesn’t want her family to go through that, and the price difference is minimal.

Being asked a couple of extra questions allowed Emma’s advisor to understand her situation better. Now Emma has a policy that fits her circumstances due to the financial advice.

How much does it cost?

Your initial call is free of charge. If our services can help you, we will inform you of the total charge in advance.

Most of our plans for the average household are €499.00.

What will I need to get my plan?

We will provide you with a list of what is required.

Generally, we look for bank account statements, annual & monthly costs, pensions statements and other information rela

Group
Group 15

Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372