Our Investment Solutions Customised For You

Start growing your money with our flexible investment options in Ireland. Whether you’re looking to invest a large sum, save little by little, or plan for your child’s future, we have solutions that fit your needs. Our investment advisors are here to provide expert investment advice every step of the way.

Contact us today to invest with us and make a more secure financial future.

Contact Us Today

Call 01 853 2727 for your free initial consultation

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Which Investment Products

The choice of where to invest money is crucial in making financial decisions. We offer different types of investment products, each tailored to different financial goals and investment strategies.

Lump Sum Investment

A lump sum investment is ideal for those who have access to a significant amount of capital and wish to invest it to potentially grow over time. This might include money from an inheritance, savings built over time, or financial gifts. By investing a lump sum, you are exposed to the market’s potential for growth from day one, which can be particularly beneficial during periods of strong market performance.

Ongoing / Regular Investment

For those looking to build wealth gradually, regular investments allow you to invest small amounts at regular intervals, typically monthly. This method is not only budget-friendly but also allows you to benefit from dollar-cost averaging, reducing the risk of market timing and potentially smoothing out volatility over the long term.

Combined Approach

By starting with a lump sum and then continuing with regular investments, you can potentially enhance the growth of your initial investment while continuing to contribute towards your financial goal. This approach allows you to take the benefits of both investment types, adjusting as your financial situation evolves.

Saving for Children

Investing in your children’s future can be one of the most significant financial decisions you make. By setting up dedicated investments for your children, you can provide them with a financial head start, whether for educational purposes, first home purchases, or other significant life goals. These investments can be structured as either lump sum amounts or regular monthly contributions, growing over time to become a substantial amount.

Investment Management Strategies

We specialise in offering tailored investment strategies in Ireland that align with various risk tolerances and financial objectives. Our team of experts have innovative financial tools and in-depth market analysis to manage your investments effectively, ensuring that your portfolio is well-positioned for both current and future financial climates.


Choosing the Right Strategy for Your Goals


Low risk monthly & lump sum

We will outline effective investment strategies in Ireland that ensure stability and security for your funds, perfectly suited for conservative investors or those close to reaching their financial goals for their children.


Medium risk monthly & lump sum

Medium risk investments balance growth and risk, providing a potential for higher returns while maintaining a moderate safety net, suitable for a minimum 5-year investment plan or a longer-term strategy in growing your children’s savings.


High risk monthly & lump sum

For those who are looking for significant growth and can tolerate higher volatility, high-risk investments might be appropriate. These options offer the highest potential returns but come with increased market risks.

Is Investment Right for You?

Investing demands careful consideration of your financial circumstances and objectives. Thinking about where to invest? Here are some crucial factors to help you decide if investing is the appropriate choice for you:

Lock Your Money Away

Investments generally perform best when given time to mature.

If you have the ability to commit your funds for at least five years, you are more likely to see favourable growth and compound returns, protecting from short-term market fluctuations.

Risk Some of Your Money

All investments come with a degree of risk.

Being comfortable with this risk is essential, as it allows for the possibility of higher returns. Understanding your risk tolerance is a crucial step in the investment process.

Maximising Other Pension Tax Reliefs

If you are already taking full advantage of pension tax reliefs investing in Ireland can be a smart way to further enhance your financial portfolio.

Investments can provide additional growth opportunities and diversification, complementing your existing pension strategies.

If you are not maximising your pension tax reliefs talk to us about this first. Pensions are investments too!

How is Investment Tax Managed?

Understanding how investments are taxed is crucial to managing your finances effectively. Here’s how taxation works for the investment options we offer


41% on the Growth (CGT)

The growth of your investment—meaning any profit that is made is taxed at a rate of 41%. This tax rate applies to the gains your investment (Capital Gains Tax) accrues over time, ensuring that a portion of the growth is paid to the tax authorities.

Time of a Withdrawal

When you withdraw funds from your investment, any growth on the amount withdrawn since the last chargeable event (or since the investment was made, if no chargeable events have occurred) is subject to taxation. This means you pay tax on the profit portion of your withdrawal.


Chargeable Events

Tax liability is triggered by “chargeable events,” which are specific instances when tax must be paid. These events include:

    Gross Roll Up Every 8 Years

    Even if you do not make a withdrawal, your investment is assessed for tax every eight years. This is known as a “gross roll-up.” At this eight-year mark, any gains your investment has made are calculated and taxed, even if those gains remain invested. This periodic taxation ensures that tax is collected on the growth at regular intervals, preventing tax deferral beyond this period.

    Step-by-Step Guide To Setting Up Your Investment

    Starting your investment involves several key steps, each designed to ensure that your investment choices align perfectly with your financial goals and risk tolerance.

    Step 1: Chat With Our Financial Advisors

    Begin your investment process by getting in touch with our expert financial advisors.A simple call is the first step towards understanding your financial goals and exploring your investment options.Our team is here to answer any preliminary questions you might have and to schedule a more detailed consultation.

    Tailored Investment Strategies

    Once we understand your risk profile, our financial advisors will take a comprehensive look at your financial situation. This discussion will cover your current assets, investment goals, time horizon, and any other financial commitments you might have. Based on this, we’ll make tailored recommendations that align with your financial objectives and risk tolerance.

    Detailed Investment Projections and Strategy

    After identifying the suitable investment strategies for you, we provide detailed projections of potential outcomes. These projections come with comprehensive explanations to help you understand the possible scenarios of your investment, how they might perform under different market conditions, and the expected growth over time.

    Understanding Risk with Our Comprehensive attitude to risk questionnaire

    Assessing your risk tolerance is crucial in tailoring the investment options that best suit your financial aspirations and comfort level. During our initial discussions, we’ll guide you through a comprehensive ‘Attitude to Risk’ questionnaire. This assessment helps us understand your ability to withstand market fluctuations and your expectations from the investment.

    Evidence of Source of Funds for Anti-Money Laundering Regulations

    Depending on the amount and source of your investment, we may require additional documentation to comply with anti-money laundering regulations. This might include providing evidence of the source of funds, which helps in maintaining transparency and prevents financial crimes.

    Your Questions Answered at Every Stage of Investment

    We encourage open and ongoing communication. Feel free to ask us any questions during any stage of the investment process. Whether they’re about the specifics of your investment options, the risks involved, or the administrative processes, our team is here to provide clear and thorough answers.

    Proof of Address and Identity

    To comply with legal and regulatory requirements, you will need to provide valid proof of your address and identity. This step is essential for verifying your identity and ensuring the security and legality of the investment process.

    We Complete the Paperwork

    Our team will assist you with all the necessary paperwork to formalise your investment choices. This includes the creation and signing of documentation, setting up accounts, and handling any regulatory compliance documents.

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    Book a Free 1:1 Initial Consultation

    Let’s get on a call to discuss your personal and business finances with our experienced financial planners!

    Our Investment Providers in Ireland

    Choosing the right providers is essential for managing your investments effectively. We partner with leading financial institutions known for their reliability and strong performance. Here’s a brief overview of our main partners:

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    Irish Life is one of Ireland’s leading financial services companies, with over 75 years of experience. They offer a range of investment products that are designed to meet various financial needs, from securing your retirement to growing your wealth. Their commitment to customer service and innovative financial solutions make them a trusted choice for your investments.

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    New Ireland is leading in the Irish market with a history that dates back over a century. They provide a comprehensive suite of investment options that cater to both individual and corporate clients. Their focus on tailored investment strategies ensures that your financial goals are met with precision and expertise.

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    Zurich is a global financial services group with a strong presence in Ireland. They are known for their wide range of investment products, including unit-linked insurance plans which offer flexibility and potential for substantial growth. Zurich’s commitment to sustainability and ethical investing aligns with the values of many investors today, making them a popular choice.

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    Aviva is a prominent financial services company with a rich history of over 300+ years, providing expertise in managing savings, investments, and retirement plans. They offer a diverse range of investment products customised to help individuals and businesses achieve their financial goals, from building a secure retirement to maximising wealth growth. Aviva’s dedication to innovative financial solutions and exceptional customer service makes them a reliable and trusted partner for your investment needs.

    Frequently Asked Questions

    What is a lump sum investment?

    A lump sum investment involves making a single, one-time investment into a policy, with the option to add further lump sum amounts later.

    What is a regular premium policy?

    A regular premium policy requires you to invest money on a recurring basis—monthly, quarterly, semi-annually, or annually.

    Can I access my money in an investment?

    Yes, you can withdraw money from your investment, though early withdrawals may include charges, typically up to 5% of the amount withdrawn.

    Is my investment subject to tax?

    Yes, investment growth is taxed at an exit tax rate of 41%, deducted every eight years and upon any withdrawal, surrender, or claim due to the policyholder’s death.

    How much risk should I take on with my investment?

    Your risk tolerance should align with your investment term and financial goals. It’s advisable to consult with a financial advisor to determine a suitable risk profile based on your circumstances and goals.

    What kind of access will I have to my money?

    Access to your funds can vary; some investment products offer immediate access, while others may lock up your funds for a specified period.

    Secure Your Financial Future – Explore Tailored Investment Solutions with Greenway Financial

    Investing is a powerful tool for building and securing your financial future. Whether you’re interested in making substantial one-time investments, setting up regular savings, or planning for your children’s education, our tailored solutions and expert guidance make investing accessible and rewarding.

    Contact Greenway Financial Ltd today to discuss your financial goals. With trusted partners like Irish Life, New Ireland, and Zurich, we ensure that your investment journey is smooth and effective. Start now and take a step towards achieving financial growth and security with our dedicated support at every step of the way.

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    • Warning: Past performance is not a reliable guide to future performance.
    • Warning: This product may be affected by changes in currency exchange rates.
    • Warning: The value of your investment may go down as well as up.
    • Warning: If you invest in this product you may lose some or all of the money you invest.

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