How We Got Started
Back in 2019, I was working with clients who kept asking the same questions. How do I start investing with a small budget? Where should I put my savings? Can I really build wealth without taking huge risks?
Most firms wanted clients with large portfolios. But there were thousands of people in Ireland earning decent wages who simply wanted someone to explain their options clearly. That's when we decided to focus specifically on budget investing – helping people get started with whatever they could comfortably set aside each month.
Our approach isn't flashy. We sit down with clients, review their actual spending, and create plans that fit their real lives. Sometimes that means starting with just €50 a month. And that's perfectly fine with us.