Upgrading your investments
If your portfolio hasn’t been reviewed in years, or you’re unsure about past advice, we’ll help you refresh your plan with confidence.
- Benchmark current performance
- Get a clear second opinion
- Review fees and charges
Mid-career? Make your money work as hard as you do
By this stage, you’ve likely built up savings, pensions, and experience. Now it’s about clarity, consolidation, and ensuring your money is on track to amount to something. Moneycube helps you upgrade your strategy, protect your family, and build lasting wealth.
Put surplus cash to work
Consolidate and control your pensions
Protect your income and those around you
Moneycube for mid-career professionals
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Protecting your wealth
Complex portfolios need careful management. Whether it’s driving better returns or putting surplus cash to work, Moneycube brings structure and expertise.
- Tailored life assurance
- Income protection for peace of mind
- Cover for professionals and business owners
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Pension consolidation
Changing jobs often leaves pensions scattered behind you. Bringing them together gives you more control and visibility.
- A unified investment strategy
- Online access to all your pensions in one place
- Ongoing advice to keep you on track
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Wealth and portfolio management
As your career progresses, wealth can become fragmented. We’ll help you structure it for long-term growth and security.
- Expert portfolio analysis
- Access to a wide range of funds and asset classes
- Disciplined strategies to build and protect wealth
Clarity and direction as your career accelerates
As careers progress, finances tend to get more complicated. We help you step back, look at the bigger picture, and make practical decisions around investing and pensions so you stay on course for the years ahead.
Why invest with Moneycube?
Clarity and control
See your full financial picture in one place, so you can make smarter decisions with confidence as your wealth grows.
Smart tax-efficient growth
Make the most of pension reliefs and tax-efficient investments to maximise your after-tax returns over the long term.
Expert advice that evolves with you
Qualified, impartial advisers help refine your wealth plan and adapt it as your career, income, and priorities change.
A trusted, long-term partner
With simple online access, ongoing reviews, and over a decade of experience supporting professionals in Ireland, we’re with you at every stage.
How does it work?
Get the facts
We start with your current position: pensions, savings, investments, and financial goals.
Decide
We design a tailored plan to grow your wealth, aligned with your career and family priorities.
Act
From consolidating pensions to investing surplus cash, we put the plan into action with clear, transparent steps.
Ongoing advice
Your financial journey evolves. We’ll review regularly, provide updates, and adjust your plan as life changes.
Frequently asked questions
Can I transfer pensions from old jobs?
Yes. We specialise in consolidating pensions so you can see everything in one place and take control of your retirement planning.
How much should I be contributing at this stage?
It depends on your income and goals. As a guide, Revenue allows contributions of up to 25% of your salary in your 40s and 30% in your 50s with full tax relief.
What if I change jobs again?
No problem. We’ll help you transfer new pensions into your existing plan so you stay in control.
Can I invest outside of pensions?
Absolutely. We can help you invest lump sums or surplus monthly income in a tax-efficient way.
What level of risk should I take?
That depends on your goals and timeframe. We’ll recommend a balanced portfolio designed for long-term growth while protecting against unnecessary risk.