About Your Result
We all want to be financially secure. It means less stress about today, and less uncertainty about tomorrow.
In our opinion, being financially secure isn’t just about knowledge. It’s also about our ability to set a plan, deal with obstacles and reach our clearly defined long term goals.
Here you can see how you scored across our 4 pillars of financial health. Everyone will have different strengths and weaknesses based on their personality and progress made so far.
Your strength is
Your weakness is
Next Steps
Speak to a Financial Advisor
Like any aspect of life, it’s always advisable to speak to an expert, not to make decisions on your behalf, but to give you the tools and insight to make better financial decisions. If you’d like to speak to a member of our team, click here to schedule a call.
Learn More
A Life Financial Plan as individual as you are
At Rockwell, we help busy professionals and executives like you manage your financial affairs efficiently as you focus on your career.
Whether you’ve recently tied the knot, are raising a family, helping care for relatives or want to leave a lasting legacy to loved ones, Rockwell Financial Management can help you plan financially for all of life’s stages.
We’re here for you and your family to help you manage your wealth in line with your life and financial needs and through the various stages of your life.
What We Offer
Pensions
We’ll take all the complexity out of planning for retirement for you and help you make the right retirement planning and pension decisions, whether you are an employee, self-employed, a company director or even already retired.
Financial Planning
Your early career financial decisions and career path can have a significant impact on your finances. So it’s important to plan ahead to ensure your career today can help you plan for a better future.
Employee Benefits
Employees are happier in Companies that offer good employee benefits. Rockwell works with many companies, semi-states, and professional organisations, to help implement staff programmes that help enhance staff performance.
Wealth Management
The strength of our investment advice process is one of the main reasons our clients select Rockwell as their Wealth Manager. We work with you to establish precise investment goals before designing an investment portfolio to meet your objectives.
Our 6-stage Process to Personal Financial Planning
We use a 6-stage process for our Personal Financial Planning services. To understand what’s involved at each stage, take a look at our podcast series opening up each step of the financial planning process.
Stage One
We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals.
Stage Two
We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities.
Stage Three
We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead
Stage Four
We create a clear plan to help you achieve your aspirations and goals.
Stage Five
We’ll put your personalized plan into action
Stage Six
We’ll then make sure to track your progress and to consistently monitor and review. We’ll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.
About Rockwell Financial
Trust is the foundation of all successful financial relationships. You need the confidence that we know what we’re doing, will honour our commitments, and make you – our client – our highest priority.
At Rockwell you’ll find a dedicated team of expert financial advisors with more than 18 years experience delivering positive financial results for our clients. We are utterly focussed on helping our clients live their best financial life. We are committed to delivering excellent outcomes for our clients – whether they are employed, self employed or retired.
We are over 20 people, managing €78mn+ of client assets, with offices in Dublin City Centre.
Our Track Record
1300+ Clients
Over 1300 personal and corporate clients
€78M
We manage €78m in client funds
18 Years
18 years experience in delivering results
5644
individual investments to choose from
Charity Supporters
Debra Ireland, RCH Crumlin, Alone & the DRCC
37 Providers
Access to 37 different providers for Pensions, Investments & Insurance
Book a Free Consultation
Book a consultation with a member of our team and take the next step in your financial planning journey.