Optiwealth uses a Goal based Financial Planning Process (REAP™) to help Irish Opticians manage their wealth in the most efficient, transparent way. Wealth Management updates will ensure any changes in your circumstances are reflected in the plan to
REDUCE TAX AND COSTS
We use technology throughout our process to keep you informed and aware of the market movements and costs. The Walfrid One Platform is an innovative solution for arranging and managing a wide range of financial products and services on our Clients’ behalf. Instead of having your Investments held across an array of different institutions, varying structures can now be held in one place through the platform.