WHO WE ARE
Our Financial Advisors and Wealth Managers work transparently and with you
to maximise your investments and protect your accumulated wealth
WHO WE ARE
Our Financial Advisors and Wealth Managers work transparently and with you to maximise your investments and protect your accumulated wealth
Walfrid Private are a Wealth Management firm based in Ballymount, Dublin 12. We operate nationwide. Walfrid Private help Company Directors, Self Employed Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve business and personal financial performance.
Founded in 2009 by Richard Collins, Walfrid Private became a Limited Company in 2012. The global financial crisis of 2008 highlighted the need for centralised Wealth Management systems to Walfrid Private and we recognised the efficiencies available by engaging with clients to help them achieve their financial goals.
International Wealth Management firms bring their clients on a financial journey. Walfrid Private decided to bring these processes to Ireland to provide Irish clients with this system of managing wealth. Clients are informed of the processes involved in protecting, developing, extracting and retaining wealth. Hence the birth of Walfrid Private.
Since its inception, Walfrid Private has grown exponentially year on year in terms of both client base and staff numbers. Walfrid Private are proud to be able to represent clients across numerous different sectors including but not limited to Medical, Pharmaceutical, Dental, Retail, Engineering, Legal and Veterinary fields. The Walfrid Team is close to 40 employees and growing.
Walfrid Private is a strategic partner of some of the leading Associations throughout Ireland. We have published sector-specific literature for all of these divisions and have also hosted value added webinars and podcasts to assist business owners across these fields with their financial planning requirements. We plan to expand this value added offering this year. By engaging with Walfrid Private, you can be assured that your financial position is secure as we protect the things that matter most to you;
- Your Health
- Your Wealth
- Your Income
- And most importantly, your Family
To be a world class Wealth Management company renowned for excellence in Client Service, Wealth Protection, Accumulation, Retention, Corporate exit strategies for company directors in Ireland.
WHY 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.
We work with you to build, develop and maintain your personalised globally diversified investment portfolios. 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 offer a fee-for-service based advice system. Fee based advice takes away any hidden charges from the service we provide. Read More
Transparency ensures our interests are aligned to our clients. Fees agreed at the onset remove the hidden bias of commission based advice. Ireland currently operates commission-based advice. You pay your accountant, tax advisor and solicitor by fee, so why not your Wealth Manager?
Walfrid Private offer a holistic journey to Wealth Development. Read More
The emphasis is put on engaging in a Centralized Wealth Management System that will help to Protect, Accumulate, Extract and Retain wealth throughout careers.
Innovation is at the heart of everything Walfrid Private does. Read More
Cutting edge technology is used in all aspects of the business from presentations right through to cash flow analysis and financial modelling portfolios. Walfrid Private also innovates by offering wealth seminars and by sponsoring The Wealth Summit.
We help you achieve financial independence by planning your lifestyle, investments, taxes, and cashflows with our Future Map Wealth Strategy. Read More
We reverse engineer capital, tax and cashflows to help our clients know; “Their Number” - the age at which they can afford to retire and live the life they’ve always dreamed of without worry. “How Much Is Enough” – The amount of money needed in order to live the life you’ve always wanted.
Sophisticated yet Simple
All too often, Irish people and business owners, in particular, are victims of industry jargon when it comes to their financial planning. Read More
Our aim is to simplify the planning and implementation process, so you can focus on your day-to-day job. It's just like traveling on a plane - you don't care how it's re-fuelled, takes off or lands; you just want to reach your destination safely and on time. Future Map works in the same way.
It takes a team to succeed at anything. No one individual has the answers to all life's problems. Read More
This is how Walfrid Private differentiates itself. Due to our founders background in accounting, corporate finance, asset management and wealth planning, Walfrid's extensive professional network will enable you to achieve
your business and personal wealth goals.
Entry, scale and exit, this is the business life cycle. Read More
Walfrid Private works with entrepreneurs and business owners to highlight the intersection and translation of business wealth to personal wealth.
Centralised Wealth Management System
Walfrid Private encourage all business owners to engage in Centralised Wealth Management Systems. Read More
This is in order to reduce costs, reduce taxes and improve both business and personal financial performance. By engaging in these systems, clients are informed of the processes involved in protecting, accumulating, extracting and retaining wealth.
Due to our multi-functional financial backgrounds, Walfrid Private have a number of specialities under our services. Read More
These specialities include; Economies of Scale, Life and Pension Schemes, Wealth Accumulation, Extraction & Retention, Legacy Control, Intergenerational Wealth Transfer, Industry Specific Advice, Fee-for-Service Advice, Retirement Relief, Entrepreneur Relief and Zero Tax Property.