What We Do
Wealth Management Process
Walfrid Private uses a Goal based Financial Planning Process (REAP™) to help Irish Business Owners manage their wealth in the most efficient, transparent way.
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.