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Reasons People Choose
Navigation Wealth

Our services arm and advise you with sufficient knowledge and confidence to help you better look after your finances and avoid falling foul of unsuitable financial products and advisers.

Financial Planning

At Navigation Wealth we believe financial planning is more than just numbers – it’s about creating a roadmap to the life you envision.
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Retirement Planning

Retirement should be a time to enjoy life – not worry about finances. At Navigation Wealth we help you build a retirement strategy that ensures financial security, peace of mind and the freedom to live the life you’ve earned.
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Individual Protection Planning

Life is full of uncertainties but your financial future does not have to be one of them. At Navigation Wealth we help you put the right protection in place so you and your loved ones are covered no matter what happens.
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Business Protection Planning

Your business is more than just a livelihood. At Navigation Wealth, we help you safeguard what you have built with tailored business protection solutions that ensure continuity, stability and peace of mind.
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Estate & Inheritance Planning

Our estate and inheritance planning services are designed to help you navigate the complexities of transferring wealth and providing peace of mind for you and your family. This involves using appropriate life assurance contracts to manage and mitigate inheritance tax and gift tax liabilities for your dependants.
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Investment Portfolio Planning

Build a portfolio that works for you – aligning your money with your goals, values and timeline. At Navigation Wealth we help you create, monitor and adapt a personalised investment strategy that balances opportunity with security.
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Not all financial planning and investment entities in Ireland meet the high standards of Navigation Wealth. You can therefore be confident that Navigation Wealth Ltd, offers financial planning and investment services which meets the very highest standards.

Navigation Wealth

A Regulated Entity

Navigation Wealth is regulated by the Central Bank of Ireland and we provide advice to our clients on an impartial basis.
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25 +

Year’s Experience

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We Have 25+ Years of Experience in Professional Financial and Investment Planning .

No-nonsense reviews of many financial services, products and services
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