Trusted Financial Planner in Ireland

your private

wealth partner

Helping business owners and high-income professionals build comprehensive, strategic financial plans — covering investments, retirement, tax, cashflow, risk, and estate planning. Our goal?

To navigate you through life’s financial complexities and guide you toward achieving your current and
future needs, wants, and aspirations.

your private

wealth

partner

Helping business owners and high-income professionals build comprehensive, strategic financial plans — covering investments, retirement, tax, cashflow, risk, and estate planning. Our goal?

To navigate you through life’s financial complexities and guide you toward achieving your current and future needs, wants, and aspirations.

How can kevin help you?

Wealth Mastery
Course

A 12-step system to help anyone in Ireland take control of their money, reduce tax, and build lasting financial freedom — without the overwhelm.

The Wealth Mastery Course is a structured, no-jargon programme that gives you the tools, strategies, and confidence to manage your finances like a pro — at your own pace.

You’ll learn how to:

Build a smart, flexible financial plan
Master cash flow, debt, and emergency funds
Maximise pensions and Irish tax reliefs
Invest with clarity and avoid costly mistakes
Protect your income, plan retirement, and create a legacy

Whether you’re starting out or refining your approach, this course gives you a clear path to financial confidence and long-term success.

1:1 Wealth
Consultation

One-off, expert advice for high earners and business owners who need targeted financial guidance—without committing to a full plan.

This isn’t a sales pitch or generic overview. In your 1:1 session, we’ll take a focused, expert-led look at your personal and business finances—so you leave with clarity, confidence, and actionable next steps.

Whether you’re looking to:

Reduce your tax bill
Improve cash flow or business structure
Optimise pensions and investments
Plan for retirement or build generational wealth

You’ll get independent, practical advice—tailored to your goals, with no jargon and no upselling.

If you’re earning well but wondering, “Am I doing this right?”—this session is the best place to start.

Private Wealth Partnership

A high-trust, long-term financial partnership for Ireland’s high earners and business owners.

The Private Wealth Partnership is not a once-off consultation. It’s a comprehensive, ongoing engagement where we act as your personal CFO—bringing clarity, strategy, and structure to every part of your financial life.

Together, we’ll:

Design and maintain a tailored financial roadmap
Optimise your tax, pension, and income extraction strategies
Manage investments, cash flow, and risk holistically
Prepare for life’s transitions—retirement, business exits, and beyond

Whether you’re growing a company, planning for financial independence, or simply want a more intentional approach to wealth, this partnership helps turn income into freedom—with expert guidance at every stage.

About Kevin

Kevin Elliott, CFP®
Kevin is a Certified Financial Planner™ and former global finance director with 18+ years’ experience across firms like Bank of America and hedge fund Bridgewater Associates. He now runs an independent, fee-only wealth firm in Ireland, helping individuals, families, and business owners build strategic, tax-efficient plans for investing, retirement, and long-term wealth.

With a first-class academic foundation — including an MBA from Imperial College London and degrees from UCD — Kevin brings global expertise and personal insight to every client. He holds the CFP®, EFA, QFA, and PRMIA designations and acts as a personal CFO to those seeking clarity, structure, and lifelong financial confidence.