Eoin Mullally MSc CFP® - Founder of Expat Financial Planning

Welcome to Expat Financial Planning, where we specialise in providing personalised financial planning and investment advisory services for expatriates.

Why Choose Eoin Mullally MSc CFP® and Expat Financial Planning?

When it comes to managing your finances as an expatriate, you need someone who understands your unique challenges and opportunities. Here’s why partnering with me and Expat Financial Planning is the right choice for your financial future:

1. A Diverse and Structured Background:
   My professional journey began in the Irish Naval Service, where I served with dedication and learned the values of discipline, structure, and strategic planning. By chance, I transitioned into financial planning and quickly realised the parallels between the two fields. The discipline and precision required in the Navy have been invaluable in providing structured, reliable, and strategic financial advice to my clients.
2. Extensive Experience in Global Financial Services:
   With over a decade of experience in the financial industry, I have had the privilege of working with some of the largest banks and leading private banking and asset management firms across four continents. My diverse background includes roles in the UAE, Ireland, Kenya, and more, providing me with a deep understanding of international finance and the unique needs of expatriates.
3. Proven Track Record of Success:
   Throughout my career, I have consistently achieved significant growth in client portfolios and firm assets. I developed and implemented a strategy that significantly increased the firm's Assets Under Management (AUM). My ability to cultivate strong institutional relationships, streamline investment processes, and negotiate favourable financial arrangements demonstrates my commitment to maximising your financial potential.
4. Expertise with High-Net-Worth Clients:
   I specialise in managing the financial needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. At Bank of Ireland Private, I provided well-researched investment advice and comprehensive financial planning services. My focus on building long-term, trusted relationships ensures that your financial goals are always prioritised.
5. Comprehensive Financial Planning Solutions:
   Financial planning is more than just managing investments; it’s about creating a strategy to achieve your life goals. Whether you want to save for a home, plan for retirement, or secure your family's financial future, I offer a goal-based holistic approach to financial planning, tailored to your unique circumstances. My expertise includes:
   • Investment Advice
   • Retirement Planning
   • Tax & Estate planning
   • Risk Management
   • Cash Flow Modelling
   • Life Insurance
   • Critical Illness Insurance

6. Commitment to Transparency and Integrity:
   At Expat Financial Planning, we pride ourselves on our transparent fee structure. Our fee-based model ensures that our advice is unbiased and focused solely on your best interests. You can trust that our recommendations are designed to help you achieve your financial goals.
7. Dedicated to Client Education and Empowerment:
   I believe in empowering my clients with the knowledge and tools needed to make informed financial decisions. Through educational resources, webinars, and workshops, I ensure that you understand your financial situation and the strategies we implement together. This commitment to education helps you feel confident and in control of your financial future.
8. Tailored Services for Expatriates:
   As an expatriate myself, I understand the complexities and challenges you face. My services are specifically designed to address the unique needs of expatriates, providing customised solutions that align with your lifestyle and financial objectives.
9. Education and Professional Licenses
   Master of Science (MSc) in Financial Services | University College Dublin Professional Diploma in Strategic Management in Financial Services | University College Dublin Graduate Diploma in Financial Planning | University College Dublin Professional Diploma in Financial Advice | University College Dublin

My academic background includes strategic decision-making, financial planning, financial analysis, tax and estate planning, retirement planning, asset management, and risk management.

Professional Certifications:

CERTIFIED FINANCIAL PLANNER™
European Financial Advisor®
Specialist Investment Adviser
Qualified Financial Advisor
International Certificates in Wealth & Investment Management

For more information or to schedule a free initial consultation, please contact us today. Let’s work together to achieve your financial success in Dubai and beyond.