Ken Cawley founded Northstar Financial Planning out of his desire to provide a service of ‘Real Financial Planning’ to both families and business owners. He wanted to establish a planning firm where the primary focus would be placed on the achievement of personal, family and business goals by implementing detailed strategies customised to each client. He knew, that with such a roadmap the opportunity for clients and their families to live their best life possible with all resources available to them would be vastly increased. In this knowledge, he created Northstar Financial Planning with the aim of helping as many family’s and business owners as possible, one customer at a time.
Ken graduated from the University of Ulster in 2003 before going on to work for a number of advisory firms, banks and insurers both in Ireland and abroad before setting up Northstar Financial in 2018. He is a Qualified Financial Advisor, Retirement Planning Advisor & CERTIFIED FINANCIAL PLANNER™ professional.
We place our customers lives at the very centre of what we do with our mission being to inspire you to live the absolute best life possible with the resources you have now and will accumulate in the future. Trust is an essential element to the planning process….
You may need assistance in managing your personal assets...
FIND OUT MOREYou may be approaching retirement having spent many years diligently saving for this day...
FIND OUT MOREWe appreciate that, as a busy executive, you may not have time to fully manage the day to day detail of your financial affairs...
FIND OUT MOREReview service for company employee benefit packages (pension schemes, life and income Protection schemes)...
FIND OUT MORESudden wealth can come about as a result of a business sale, lottery win or perhaps an inheritance...
FIND OUT MORENorthstar Financial offers a Review service for company employee benefit packages....
FIND OUT MOREAlan, 45, had his own plan, he would avoid pensions, pay down his mortgage as quickly as possible and accumulate cash in his business to allow him to retire at 57. He could see no reason to speak to an advisor as he felt everything was well positioned to do this. His accountant put him in touch with us. In the first meeting with Alan and his wife Jane, we got to know them really well, listened to their story uncovered their hopes and their fears regarding their family’s future. We asked them how they would like to live their lives if money was not a factor.
If and where required, as determined through the construction of a detailed Financial Plan, some of the following may be used to facilitate the required strategies and allow for the success of the plan and achievement of your personal goals.
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