Wealth Management

For You

Wealth Management For You

Integrity & Knowledge… The cornerstones of our Financial Planning Teams 250+ years of experience.

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Welcome to Walfrid Private

Walfrid Private simplifies complicated investment and financial planning with innovative wealth management services to guide clients to world class financial solutions.

No hidden fees or commissions. Our certified financial advisors work transparently with you to maximise your investments and protect your wealth.

From financial advice and planning to wealth retention, pension and early retirement planning, Walfrid Private is a leading wealth management firm that brings your investments to fruition.

We work with you to build, develop and maintain your personalised globally diversified investment portfolios.

Personal Investments

Walfrid Private works with clients to maximise their wealth management.
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Retirement Accounts

Aim for financial independence and a flourishing retirement plan.
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Corporate Investments

Can corporations beat deposit rates and inflation and get a return on excess capital?
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Consolidation

Walfrid Private One Platform allows clients to consolidate assets and manage them with the strategic advice of our experts.
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Protection

Protect your health, wealth, and income against the financial consequences of unexpected events or circumstances.
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Established

2000

Employees

1

Clients

500 +

Years Experience

200 +

Become a Walfrid Client

Looking to make your money work harder for you? Walfrid Private can help. We provide comprehensive financial advice and planning for entrepreneurs, those in self-employment, corporate directors, and anyone looking to future-proof their finances.

We believe it’s never too early (or too late) to start planning for retirement. Our team of financial planners will work closely with you to maximize the potential of your pension plan and create a customized investment strategy based on your goals and risk tolerance.

In addition to retirement planning, we can help you create passive income through investment structures such as unit trusts, holding companies, and family partnerships. Whether you’re just starting out or looking to grow your wealth, let Walfrid Private help you achieve your financial goals.

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"Richard has helped me with Optimising my Pension, Centralised Investment Processes, Developing a Wealth Management Platform and looking at future Legacy Control. I have found it all very useful and I would be happy to recommend Richard to any future clients."
Roy HoganBusiness owner
Roy Hogan
"Richard has re-enlightened me about future planning, future proofing my investment in my business and future proofing how I’m going to fund my Retirement…." Walfrid Private helped me think about what I needed as opposed to what someone coming in the door was trying to sell to me
Paul FaheyBusiness Owner - Exit Strategy planned and completed
Paul Fahey
"Richard has been very good in future proofing my business, giving Investment & Estate Planning advice and for further down the road; exit strategies for retirement."
Don McLaughlinPharmacist
Don McLaughlin
"I have worked with Walfrid Private for the last 10 years. I have found them to be very knowledgeable and experienced in handling all of my pension needs."
Donal O'CiobhanSuperValu Owner
Donal O'Ciobhan
"In the past, I’ve had bad experiences with these sorts of things but with Walfrid Private it's a totally different ball game. They are really hands-on and I could not be more pleased. So, I highly recommend, if you're interested in managing your money, protecting your money, investing your money and having amazing pensions. Go with Walfrid Private."
Owen FitzpatrickPsychologist, International Best Selling Author and Speaker
Owen Fitzpatrick
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