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.
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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 Services We Provide
Personal Advice
Affordable Financial Plans – Budgets For Individuals & Families
Financial Protection
Income Protection – Mortgage Protection – Life Insurance
Pensions & Retirement
Set Up Or Review A Current Pension – Plan For Retirement
Investment Advice
Where to invest – Grow your wealth – Build children’s savings
Pension for Businesses
Pensions For Business Owners – Company Pension Plans
Business Management
Our 7 steps program to improve profit
News & Stories
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How To Avoid Inheritance Tax in Ireland Legally?
This content has been updated to reflect changes in Budget 2025Inheritance tax is something people forget about until it's too late. In 2018 revenue collected over €466.3 million...
How To Avoid Inheritance Tax in Ireland Legally?
This content has been updated to reflect changes in Budget 2025Inheritance tax is something people forget about until it's too late. In 2018 revenue collected over €466.3 million...
How To Achieve Financial Freedom Using The 50 30 20 Money Management Method
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The annual Property Tax in Ireland is called the Local Property Tax (LPT). Local Property Tax is charged on residential properties in Ireland. There are no specific local...
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?
Generally, we look for bank account statements, annual & monthly costs, pensions statements and other information rela
Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372