WELCOME TO MAVEN
Maven Financial Planning (formerly DHKN Life & Wealth) is one of Ireland’s leading financial planning and advisory firms. Maven provides impartial financial advice on pensions, savings, investments and protection including inheritance planning for clients. The expert team at Maven Financial Planning is passionate, professional and experienced, with diligence for gathering the most relevant information and recommending the most suitable products to clients.
WHAT WE DO
People face many important financial decisions along their lifetime. From the decision to live close to home or far away, send children to public or private school, take a high-paying stressful job over a lower-stress one with less pay, or pursuing job stability versus starting a new business.
Maven Financial Planning help clients navigate the financial challenges and opportunities that will arise throughout their life creating the environment to give clients the confidence to make the best decisions on how to manage their finances.
Our approach to financial advice is different. The advisory team at Maven support the overall financial well-being of clients and how that well-being interacts with the clients work, family, leisure time, spending & investing behaviours, cash flow etc.
Maven Financial Planning’s qualified financial advisors examine all financial touch points in their clients’ lives in order to more successfully design a solution to help reach their personalised goals.
HOW WE CAN SUPPORT YOU ?
The foundation of every comprehensive financial plan & successful relationship is to start with understanding our client’s goals and personal values. We do this during a fact finding process.
Maven can then provide an analysis and a clear view to the client of their financial life. By profiling the client’s attitude to risk and by developing a personalised financial plan, Maven can identify what changes are needed today and in the future.
Maven Financial Planning’s strategy is to integrate all areas of a client’s financial life at the very beginning of our engagement, review this on a continual basis and adjust portfolios accordingly. This allows our clients to plan for and reach their stated goals throughout their life journey, not just one portion of their life.
OUR SOLUTIONS
• Lifelong Financial Planning
• Planning & Protection
• Retirement Planning
• Investment Planning
OUR TEAM
Areas of Expertise
- Pensions (pre & post retirement planning) Investments Syndicate investment structures
Fintan is a Qualified Financial Advisor and is a member of the Life Insurance Association.
- Pension & Retirement Planning to include consideration for tax efficient savings, long term financial cash flow requirements and ensuring individuals have sufficient personal resources available to meet the cost of their lifestyle requirements while they continue to work and, in retirement. This involves ensuring those same individuals and, more importantly, their families are adequately protected while they have financial dependents and/or debt obligations.
- Savings & Investments with specific targets in mind
- Inheritance & Estate planning
In his spare time Padraig helps train his local GAA team while he coached the Roscommon U16 and U20 football teams in the past. He is also a keen runner of longer distance races.
- Family & Business Protection
- Savings & Investments
- Pre & Post Retirement Planning
- Financial Planning
Gemma is a Qualified Financial Advisor and holds an honours degree in Business Studies and a Graduate Diploma in Computing from the University of Limerick. She is an Accredited Product Advisor for General Insurance and a member of the Life Insurance Association.
Niall joined Maven Financial Planning in 2020 with more than 14 years’ experience of working for some of Ireland’s largest Wealth Management firms. His experience encompasses all aspects of financial planning for individuals, companies and families. His areas of expertise include:
- Providing comprehensive Financial Planning to High Net Worth individuals including retirement planning, cash flow modelling, inheritance planning and goal orientated lifetime planning.
- Advising self-employed individuals, company directors, families and corporate clients on efficient investment portfolios, wealth generation and wealth protection.
- Pre, at and post retirement advice including Self-Administered Pension and Approved Retirement Funds (ARF’s) options.
- Advising businesses on the design, structure and implementation of employee benefit schemes including group pension and group risk schemes.
A native of Galway Niall has a Master of Economics from NUIG, is a Qualified Financial Advisor (QFA), a Retirement Planning Advisor (RPA) and a Member of the Irish Institute of Pension Managers (MIIPM). If you would like to review your current financial plans, Niall can be contacted; by phone by email by LinkedIn.
Nina joined DHKN Life & Wealth in 2004 and was appointed Operations and Strategy Planning Manager in 2013.
Areas of Expertise
- Implementing and managing various regulatory obligations, including the ISO Quality system
- Oversight of procedures and controls
- Office Management
Nina is a Qualified Financial Advisor and a member of the Life Insurance Association.
Yvonne joined DHKN Life & Wealth in 2006 as sales support administrator, and was promoted to office manager in 2013.
Areas of Expertise
- Office Management
- Support DHKN Financial Advisors
- Providing an oversight of procedures and controls, and the general every day running of our office
- Management of DHKN website and literature
Yvonne has a Diploma in online marketing and has completed a number of QFA exams. Yvonne is a member of the Life Insurance Association.
Maeve joined DHKN Life & Wealth in 2005 as the main receptionist. She has over 20 years office and reception experience including working for a number of years in London.
Areas of Expertise
- Ensuring clients are put in contact with the correct advisors in a timely fashion
- Support DHKN Financial Advisors
- Arranges appointments for members of Group Pension Schemes to meet Financial Advisors.
Pauline joined DHKN Life & Wealth in 2014. She has worked in Financial Services for over 25 years having previously worked with Friends First. Pauline brings a wealth of experience and support in Life, Pensions and Investments to DHKN Life & Wealth.
Areas of Expertise
- Processing and administration of client applications
- Support DHKN Financial Advisors
Pauline is a Qualified Financial Advisor.
WHY OUR CLIENTS TRUST US
We are passionate about what we do. Financial planning is at the core of everything we do for our clients. We listen, we ask, we compile, and we put together a plan so that you can meet your objectives. We provide essential support, reassurance and guidance along your journey to help you worry less and achieve more with your finances.
+353 (91) 769566
CALL US NOW OR REQUEST A CALLBACK
OUR CLIENTS
Our clients range from individuals and families to corporates and those in Group Pension Schemes. We also guide some of the country’s leading professionals and entrepreneurs managing over €200 million of finances in total.