Financial Modelling

Helping you see the bigger picture in your finances.

A Clearer View of Your Financial Future

Life is made up of many moving parts and your finances are no different. Pensions, investments, savings and insurance all play an important role in your overall financial wellbeing. Understanding how each of these work together can help you make informed decisions with greater confidence. 

At GSB Capital Ireland, our dedicated financials advisers use specialist financial planning technology to bring all these elements together to create one clear financial picture. By modelling different scenarios, we help you understand how today’s decisions can influence your future, and identify opportunities that support your long-term goals.

The experienced team at GSB Capital Ireland has the expertise and hold membership with the Chartered Institute for Securities & Investment.

Why GSB Capital Ireland?

Advice You Can Trust

Every financial decision should reflect your long-term goals and circumstances. At GSB Capital Ireland we take time to understand your priorities and what you’re hoping to achieve. Our advice is delivered under professional consumer standards, giving you peace of mind when it comes to financial decisions. 

Planning Before Products

We believe effective financial planning begins with a clear understanding of your overall financial position. Before recommending any changes, we use financial modelling to assess how your existing pensions, investments, savings and protection arrangements work together. This allows us to identify opportunities, evaluate different scenarios and ensure any recommendations support your wider financial objectives.

Personalised Guidance

Financial repatriation can be a complicated process. At GSB Capital Ireland, we take the time to understand your situation and your goals, to provide you with tailored advice that works for you.  

Simple Strategies

Where many providers of financial services thrive on complexity, GSB Capital Ireland believe in simplicity – using passive index strategies to match long term market returns – most investors do not need to take big risks to live a comfortable life.

Guide to Financial Modelling

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Guide to Financial Modelling

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    Trusted Expertise

    Meet the Experts Behind Your Financial Future

    Michael Cunningham

    Managing Director – Ireland

    With fifteen years in the international financial services industry, Michael is qualified in the UK and Ireland and is a member of the CISI and LIA, producing bespoke solutions for clients from all across the globe

    Sam O'Reilly
    Senior Financial Advisor

    Sam is a Qualified Financial Advisor with an MSc in Finance and membership in the Institute of Bankers. He uses retail banking and risk expertise to create strategies aligned with GSB’s values and evolving market trends.

    Shauna McCormack
    Senior Financial Advisor

    Shaunna is a Certified Financial Adviser in Ireland and an LIA member. She creates tailored strategies for clients worldwide, embracing innovation and staying current with trends, reflecting her commitment to clients.

    Senior Financial Advisor

    Ben is a Financial Accountant and fully qualified International Financial Planner. With experience in Banking and Wealth Management, he helps clients navigate all areas of financial planning.

    Pension Transfer FAQs

    Financial modelling is the process of bringing together all of your assets, such as savings, investments and pensions, to create one clear financial picture. It helps you understand your current position, and how to make informed decisions toward your long-term goals. At GSB Ireland we help you figure out the impact of retiring earlier, or later; what a sustainable pension amount would look like for you, and how much money you and your family can spend, and when.

    Financial modelling can benefit anyone who wants a clearer understanding of their finances. Whether you’re planning for retirement, building wealth, reviewing your investments or preparing for a significant life event, it provides valuable insight into how your finances are working together. Every asset has a context, and is part of a wider range of assets, and an overall plan informs what to do with each of them and when.

    Yes. Financial modelling can help you understand whether you’re on track to achieve your retirement goals, compare different retirement ages and assess how changes to your pension contributions or retirement income may affect your long-term financial position.

    What Truly Sets Us Apart

    We’re client-centric 

    We pride ourselves on creating deep connections with our clients by investing as much time as necessary to get to know you and understand your needs. At GSB Ireland, we believe that the only way to help you achieve your financial goals is by fostering a long-term relationship.

    We’re conscientious 

    We take a holistic approach to investment. We support you every step of the way by planning and executing purpose-led long-term investment strategies ⏤ helping you navigate times of uncertainty and challenging market conditions to achieve lasting financial success.

    We’re committed 

    We’re passionate about what we do and deliver market-leading, sustainable returns. We’re disrupting financial services by combining cost-effective, passive strategy with an unhindered commitment to environmental, social and governance (ESG) principles. We invest well by doing good.

    Testimonials

    Our clients’ success stories speak for themselves. See how our expert wealth management services have helped individuals and families achieve their financial goals with confidence.

    Michael linked in with me last year to see if I needed any advice on pensions. As it happened, it was perfect timing. Michael did all the background work, contacted the companies for me, gathered the necessary information, and reviewed everything. He gave clear advice on what to do moving forward, making the process seamless and stress-free. He was always available to answer any questions, big or small. Would 💯 recommend Michael!
    Niamh
    It has been a pleasure to work with Michael on consolidating pensions. Michael did all the heavy lifting and made it super simple for me. It was a really transparent and straightforward process. I truly appreciated all the updates he provided, and he was always quick to reply to any questions via calls or email. Thank you, Michael!
    Suzanne
    Michael takes the time to understand the needs of his clients and provides tailored solutions to ensure the best outcomes. His deep industry knowledge in assets, products, and services was invaluable when he helped me move an underperforming pension to a new provider, maximizing its potential. I highly recommend his expertise and professionalism.
    David
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