Master Family Investment Strategies
Join our comprehensive 8-month program starting September 2025. Learn practical investment approaches that real Irish families use to build long-term financial security.
Reserve Your SpotReal-World Learning Approach
We don't teach theory in isolation. Every session focuses on practical scenarios that Irish families actually face — from saving for children's education to planning retirement while managing mortgage payments.
Our program runs over 8 months because that's how long it takes to see real patterns in your family's spending and saving. You'll track actual progress, not just learn concepts.
- Monthly family budget reviews with personalized feedback
- Case studies from actual Irish families (anonymized)
- Step-by-step investment planning workshops
- Regular check-ins to adjust strategies as life changes
Program Structure
Eight months of focused learning, with each module building on the previous one. By month three, you'll see changes in how you think about money. By month six, you'll have systems that actually work.
Family Financial Assessment
Understanding where your money actually goes — and spotting the patterns you might not see. We'll map your family's real financial picture, not the idealized version.
Emergency Planning
Building a safety net that makes sense for your situation. What works for a family with young children differs from empty nesters approaching retirement.
Investment Fundamentals
Understanding different investment options available in Ireland — from pension contributions to property to index funds. No jargon, just clear explanations of what each option means for your family.
Tax-Efficient Strategies
Making the most of Irish tax advantages while avoiding common mistakes. This module alone often saves families more than the course fee.
Education & Healthcare Planning
Preparing for costs that are certain to come — children's education, healthcare needs as you age, and other predictable expenses that catch many families off-guard.
Property & Mortgage Strategy
Whether you're buying your first home, considering investment property, or paying down your mortgage faster — understanding the real numbers behind these major decisions.
Your Instructors
Three financial professionals who've worked with hundreds of Irish families and understand the specific challenges we face here.
Siobhan Brennan
Family Financial Planner
Fifteen years helping families in Cork and Kerry navigate everything from first-time buying to retirement planning. Siobhan specializes in making complex financial concepts understandable and actionable for busy parents.
Mairead O'Sullivan
Investment Strategy Advisor
Former banking executive who now focuses on education and practical investment approaches. Mairead has a talent for explaining market dynamics without overwhelming newcomers to investing.
Deirdre Walsh
Tax & Estate Planning Specialist
Qualified accountant with deep expertise in Irish tax law and estate planning. Deirdre helps families understand how to structure their finances to minimize tax burden while building wealth.
Next Program Begins September 2025
We limit each cohort to 25 families so everyone gets individual attention. The September 2025 program already has twelve families enrolled, with spots filling on a first-come basis.