Walfrid Private uses a Goal based Financial Planning Process (REAP™) to help Irish Business Owners manage their wealth in the most efficient, transparent way.
Protection
Accumulation
Extraction
Retention
Wealth Management updates will ensure any changes in your circumstances are reflected in the plan to REDUCE TAX AND COSTS.
Walfrid Private future-proof our clients business and personal balance sheets by enforcing a Centralised Wealth Management System. It is a linear process with no one step more important than the other but when operated correctly, Wealth Development occurs by reducing costs, reducing taxes and improving financial performance.
"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 
"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 
"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 
"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 
"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 
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