Welcome To Foundation Stone Financial Planning

Life Is Not
A Rehearsal

We create tailor-made financial plans to ensure you get a return on life

See how you are doing in each of these areas. Click each button below and find out now.

start getting a return on life

Did you know that there are between 30 and 60 transitions in life? When life is in transition, money is in motion. It’s through these experiences and life transitions that the financial planner can add incredible value.

Have you received an
inheritance recently?

Are you planning
on retiring?

Are you prepared for unexpected health or financial events?

Have you saved enough to
retire when you want?

Are you considering
selling your business?

Are you planning to support your children in the purchase of a new home?

Who we work with

Working with us is not just about getting a return on investments, it’s about getting a return on life. We work hard to ensure that the advice we give and tailor-made financial plans we create, help give you the improvement in your life that you’re dreaming of.

Business Owners

Pre & Post Retirement

Capital Recipients

What do you want your future to look like?

It’s all very well to say you want to be comfortable, live a simple life and have all the things that you need. These are generic answers that don’t get to the heart of what you specifically want to do with your time in the future.

Without a financial planner in the picture, it’s easy to get distracted from your financial goals. Everybody needs to talk with a financial planner at some stage in their life. The sooner that can happen the better the potential outcome for you.

And as objective financial planners, our advice is not biased by any sort of financial product sale.

Based in Kilkenny and serving clients across Ireland, we are Foundation Stone Financial Planning Ltd and we put you at the centre of all of our conversations.

Financial Planning

Financial Planning is the core business of Foundation Stone Financial Planning Limited. Everyone and every family have a different set of goals and desires so they should have a tailor-made plan.

Investment Advice

We will work with you to review existing investment holdings for suitability or advise if you have excess savings that you wish to invest for periods of longer than 3 years. Our advice will be based on a full needs analysis, risk assessment & will be supported by a statement of suitability.

Retirement Planning

Foundation Stone Financial Planning Limited we can provide you with a personalised retirement income strategy based on a thorough evaluation and understanding of your current situation alongside your goals and desires.

Mortgage Brokerage

By having a deep understanding of your ongoing financial position, we will be able to help you make good choices so that you and your family can achieve the type of life you want both now and in the future.

Life Insurance

Part of a comprehensive financial plan is identifying risks to you and your family and examining solutions to help protect against them. Foundation Stone Financial Planning is committed to help you decide what type of cover is best for you.

Workshops

Providing you with the knowledge, skills and tools you need to better understand your financial situation.

SERVICES WE OFFER

book an appointment or stop by today

Financial Planning Experts

Not ready to talk? We can still help you!

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what clients say

Testimonials

Have a Question?

FAQ

We are here to help you 7 days a week and respond within 24 hours. Plus, you can find most answers to your questions right on this page.

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Enough?

ENOUGH 3D Foundation Stone

*Please be aware that by entering your email and downloading our free ebook, you are opting to allow us to contact you for future correspondence.

Foundation Stone Financial Planning ENOUGH BACK COVER

I have been employed in the Financial Services Industry for 40 years. During that time, I have worked in London, Hong Kong, and Bermuda. It has been a love hate relationship. I love helping support clients and guiding them to better financial futures. I hated the way the financial services industry is so product focused. I also hate how advice from the majority of the industry is almost always about the products and never about the person, couple, or family.

To counter this industry conflict, I started my own Lifestyle Financial Planning firm with a likeminded colleague, Dervla Moloney. As with any new venture there is always an internal doubt that we are doing the right thing. Then I discovered Paul Armson. I listened to several of his webinars and knew instantly that what we are doing is right. I then read Paul’s book “Enough”.

Enough debunks the myths about money. Paul uses plain language to guide you along your financial journey. He helps you identify what is important about your money and brings you to the realisation that it is for delivering the lifestyle you want. Paul helps you understand that we are not told when our time is up and reiterates that “Life is not a Rehearsal.”

Being the richest person in the graveyard is as sad as not having enough money to do what you want. He has a great image of your “bucket”, what is in it, what is outside it and how you manage to keep it full enough to allow your best life possible.

I have shared Paul’s “Enough” with a few clients already and the feedback has been positive in every case.

Now we are proud to join with Paul in presenting you this important book. You will find it an easy and entertaining read. We hope that it will help you to demystify your relationship with money. I am certain that it will get you thinking.

David Lunn MSc, Grad Dip, CFP®, QFA, SIA
Director
Foundation Stone Financial Planning Limited

Newsletter

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Financial Planning

Have you planned so that you can live the life you want to? Use this 2-minute test to see how you score against the main areas you can control to ensure you do.

Lifestyle Wheel

Use our lifestyle wheel to see what areas of your life could do with an overhaul. Remember life is not a rehearsal.

Pension and Investments

Is the investment return that you are seeking appropriate for your needs? Are you saving tax efficiently? Are your investments delivering what you need? See how you feel about these and other important questions with our 2-minute quiz.

Estate Planning

Will your assets pass to the important people in your life? Have you thought about a gift while you live? Have you thought about the tax implications of your estate? Use the 2-minute quiz below to see if you are prepared.