Accountant Partnership

Accountant partnership

We are the specialists that support the experts.

Pax Financials’ planning specialists work with accountancy firms all over Ireland, advising them on strategy and operations across financial planning and wealth management for their clients. With over 30years’ experience, a team of qualified financial advisors and fully regulated by the Central Bank of Ireland, we can help you to guide your clients throughout their financial journey.

By collaborating with Pax Financial, you can extend your service portfolio to offer financial planning and wealth management to your clients and provide a holistic approach to your client’s accounting and financial needs.

As you know, financial planning is an ongoing process that gives guidance and meaning to your client’s financial choices. It helps them to understand how each decision that they make can impact on other areas of their finances.

By viewing each financial decision as part of a wider strategy, your clients can consider the short and long-term impact of the things they do on their goals. With the right financial road map in place they will gain control and peace of mind, knowing that they are on right track for the future they want for themselves and their family.

Protect

The first phase is to protect your primary asset, your income. In the event of a serious illness, injury, or death this asset ceases and could leave you along with their dependents and your business exposed. We make sure to secure your income, ensuring that you, your family and/or business will not suffer financially in what would already be very difficult circumstances.

Grow

The second phase of our philosophy requires the most discipline and guidance. To increase wealth, a long-term wealth growth strategy needs to be defined and implemented. We will work with you to build an investment portfolio that is suited to your risk appetite and is focused on helping you achieve your long-term financial goals.

Replace

In the last phase, our philosophy is to maximise your retirement fund and to ensure that your assets are structured correctly so that benefits can be taken in the most tax efficient manner. When we help you build up funds over your working life, we want to make sure that it lasts or will be there for their next of kin.

Why Pax Financial?

Because we put our clients at the heart of everything we do. We make sure we demystify financial planning and keep everything relevant and easy to understand. We’ll take the time to appreciate where your clients coming from and where they want to go. Using all of our skills and experience, we’ll do our utmost to get them there, with an investment plan that brings hope, security and peace of mind, protecting and growing their money and your reputation.

Testimonials

"I have dealt with Paul Merriman for over 10 years now and found him extremely professional in all his dealings with me and my many clients. I have no hesitation in recommending him to anyone."
placeholder - JK, Accountant, Dun Laoghaire, Dublin