Retirement Planning

At Navigation Wealth, we understand that planning for retirement is one of the most important steps you can take to ensure a comfortable and worry-free future. Our dedicated team of experts is here to guide you through every stage of your retirement planning journey, offering personalized advice and solutions tailored to your unique needs.

Our retirement planning services include advice on:

• Defined Contribution and Defined Benefit and Individual Plan Advice
• Personal Retirement Savings Accounts (PRSAs)
• Additional Voluntary Contribution Plans (AVCs)
• Executive and Personal Pension Plans
• Small Self-Administered Schemes (SSASs) & Self Directed Pension Schemes
• Approved Retirement Funds (ARFs)
• Pension Transfers
• Personal Fund Threshold Calculations
• Revenue Maximum Funding
• Technical Advice

Why Choose Us?

• Local Expertise: As an Irish insurance intermediary, we have a deep understanding of the local market and regulations, ensuring that your retirement plan is compliant and optimized for your specific circumstances.
• Comprehensive Solutions: From pension plans to investment strategies, we offer a wide range of services designed to help you build a robust retirement portfolio.
• Personalized Service: We believe in a client-first approach, providing you with customized plans that reflect your goals and aspirations.
• Trusted Advisors: With years of experience and a commitment to excellence, our team is dedicated to helping you achieve financial security and peace of mind.