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Wealth Management

Estate Planning

Establishing Trusts

Managing Dividends

Managing Equities

our Vision & Our purpose

A Complete Tax, Wealth & Planning Analysis of Clients’ Entire Capital Profile Across Corporate, Property and Personal Assets.

At Clancy Wealth, for almost 30 years, it’s been a privilege to advise families, professionals and business owners throughout their individual journeys creating intergenerational wealth.

Our comprehensive Tax, Wealth and Financial Planning process ensures clients fully understand bespoke options and strategies available to them and their families.

With over 60 years of combined experience of advising individuals, families and companies, David and Luke provide ongoing expert guidance in assisting clients achieve their long-term financial goals.

Clients trust us because they know we put them first and center in all we do. Clients rely on us to ensure they are maximizing their individual Tax, Wealth & Financial Plans with the most tax efficient and prudent investment approach for their unique needs. We take this responsibility very seriously.

Wealth Mission

Provision of expert, robust, and bespoke Tax, Wealth and Financial Planning solutions for Clients.

Wealth Approach

We create bespoke multi-year cash flow and balance sheet Financial Plan solutions for our Clients.

Wealth Client Experience

Our complete financial picture, ensures clients can confidently plan life events, early retirement, or intergenerational lifetime gifting.

Wealth Team

We value long-term relationships and have supported clients and their families for decades, with many more years ahead.

Our Mission

Supporting Clients to Grow and Integrate Their Wealth Across Their Unique Tax, Wealth and Financial Planning Requirements.

Clancy Wealth’s purpose is to provide Clients with a high-quality integrated Tax, Wealth and Financial Planning experience providing clarity and assurance, as they enjoy their wealth and plan for the next generations.

Plan

Clarify individual, business and family objectives. Review and incorporate relevant intergenerational planning strategies (i.e. family partnerships, family trusts, holding companies etc where appropriate). Using pre-agreed data driven assumptions (i.e. annual inflation growth rate(s), investment returns, tax rates), project multi-decade cash flows, balance sheets and values. Review long-term historical asset returns (cash, bonds, equities) and focus on the reality of inflation and investment volatility prudent investors must endure, when seeking higher expected long term returns from their capital.

Portfolio

Investment execution into globally diversified assets to underpin the Financial Plan objectives. Complete clarity as to portfolio setup costs and ongoing charges percentage. Clients invest for the medium to long term fully understanding inherent volatility and so invest with confidence and discipline notwithstanding day-to-day movements (positive and negative, sometimes extreme) in global markets.

Perspective

Clancy Wealth knows from personal experiences as business owners, investors and from our own family lives, how unpredictable life and business is. Clancy Wealth meet Clients regularly throughout the year to check in, review and report on their individual Tax, Wealth and Financial Plan’s, listening carefully to understand any fundamental change in their situation and outlook. Clancy Wealth acts a trusted sounding board providing perspective and advice. As required occasionally, we respectfully challenge Clients reacting to temporary scenarios (often emotionally) with a course of action likely to significantly impact their Tax, Wealth and Financial Planning strategy.

Technology

Construction

Blue Chip

Renewables

Utilities

Healthcare

Focus

Maximizing Stability and Financial Discipline

Clancy Wealth’s proven Tax and Wealth Financial Planning process algins Clients complete financial circumstance for the long term.

This consistent approach maximizes stability and financial discipline, underpinning Clients’ long-term strategy for success.

Controlling the Controllables

Interest rates, tax rates, inflation, long-term asset returns, and global political events are all examples of issues clearly not in our Clients control. Such events are important but cannot be controlled.

On the other hand short-term portfolio returns (volatility, sometimes extreme), the brother-in-law’s returns, and the financial media are each examples of what’s not important and cannot be controlled.

We Focus on the Important Things Clients Can Control:

Long Term Asset Allocation
Diversification
Tax Efficiency
Minimizing complexity
Costs
Behavior
Inertia

Focusing on What’s Both Important and Controllable Means Clients Can:

define purpose driven planning and investment
ignore market turbulence, even when prolonged and volatile
invest for long term higher expected returns in globally diversified and cost-effective portfolios

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Exerience

Sector agnostic, Clancy Wealth advises clients on Tax, Wealth and Financial Planning across software, construction, business services, renewables, utility, and healthcare sectors.

Clancy Wealth’s Tax & Wealth Financial Planning process includes the following solutions:

Company Reorganisations

Transaction Planning

Estate Planning

Inheritance Planning

Philanthropy

Key Principles.

Clancy Wealth does not try to outguess or predict the global markets.

Key Principles.

Clancy Wealth believes markets are efficient and what matters most is time in the market, not timing the market. By holding globally diversified portfolios our clients are well positioned to seek returns whenever they occur.

Key Principles.

Clancy Wealth lets the markets work for clients. Historically global equity and bonds markets have provided growth of wealth that has more than offset inflation over the long term.

Key Principles.

Clancy Wealth looks beyond the headlines, helping clients maintain a long-term perspective. Short term returns are not important whilst maintaining investment discipline is.

Key Principles.

Clancy Wealth focuses on what clients can control:

Creating an investment strategy to fit your needs and risk tolerance
Diversifying globally
Managing expenses and taxes
Staying disciplined through market dips and swings.

Contact Our Wealth Team

Luke G. Mooney

Certified Financial Planner

Luke has almost 30 years’ experience in financial advisory services having worked at a senior level for a number of Ireland’s leading companies in the areas of wealth management and corporate finance.

Education & Affiliations

Certified Financial Planner ™ - CFP®, Masters in Financial Services, Grad Diploma in Financial Planning, Qualified Financial Advisor (QFA), BA Finance & Economics. Member Financial Planning Standards Board Ireland (FPSB), Fellow Life Assurance Association (FLIA)