How We Started
The founding team met at a financial planning conference in Cork back in 2018. Three of us had just watched clients make costly mistakes during market volatility, and we kept coming back to the same frustration: why does everyone treat investing like a sprint?
By early 2019, we'd opened our first Dublin office with a simple mission. Teach people that holding investments through market cycles actually produces better outcomes than constantly switching strategies. Not revolutionary, but apparently still needed.
We grew by word of mouth. Clients who stuck with measured approaches for three or four years started seeing results that their friends chasing trends couldn't match. That kind of validation beats any marketing campaign.



