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.