Master Your Retirement Planning

Evidence-based financial education that transforms your retirement readiness

94% Success Rate
€2.3M Avg. Portfolio
15+ Years Expertise
Start Your Journey

Proven Results That Matter

Our systematic approach to retirement planning education has helped thousands of individuals across Ireland build confident, secure financial futures. Here's what makes the difference.

3,247

Graduates successfully implementing comprehensive retirement strategies with measurable portfolio growth

€847K

Average retirement fund increase within 24 months of program completion across all age groups

18

Months average time to achieve initial retirement milestones using our structured approach

89%

Of participants exceed their original retirement goals through proper planning methodology

Why Traditional Approaches Fall Short

Retirement Planning Aspect
EduTrelix Method
Generic Advice
DIY Approach
Personalized Strategy Development
Comprehensive
One-size-fits-all
Guesswork
Tax Optimization Planning
Irish-specific
Generic advice
Often missed
Risk Assessment & Management
Data-driven
Basic only
Overlooked
Ongoing Support & Adjustments
Lifetime access
Limited period
None
Implementation Guidance
Step-by-step
Theory only
Trial & error

Complete Curriculum Overview

Foundation & Assessment

Week 1-2
  • Personal financial audit and current position analysis
  • Retirement goals definition and timeline establishment
  • Risk tolerance assessment and investment personality
  • Irish pension system overview and entitlements
  • Creating your personalized retirement roadmap

Investment Strategy & Portfolio

Week 3-5
  • Asset allocation principles for different life stages
  • Irish investment vehicles: PRSAs, ARFs, and pensions
  • Diversification strategies and risk management
  • Cost analysis and fee optimization techniques
  • Portfolio rebalancing and maintenance schedules

Tax Planning & Optimization

Week 6-7
  • Irish tax relief on pension contributions
  • Approved retirement fund tax implications
  • Income tax planning for retirement phase
  • Capital gains and inheritance tax considerations
  • Professional tax advisor coordination strategies

Implementation & Monitoring

Week 8-10
  • Provider selection and account setup processes
  • Automated contribution and investment systems
  • Performance tracking and benchmark comparison
  • Annual review procedures and adjustment protocols
  • Long-term maintenance and optimization strategies

Industry Recognition & Results

"The structured approach completely changed how I think about retirement planning. Within 18 months, I had a clear strategy and was already seeing significant progress. The Irish-specific guidance was exactly what I needed – no generic advice that doesn't apply to our tax system."

Sarah O'Connor
Senior Marketing Manager, Dublin
Certified by Irish Institute of Financial Planning
Revenue Approved Training Provider
Member of Financial Planning Association

Ready to Transform Your Retirement Planning?

Join thousands of Irish professionals who've taken control of their financial futures. Get started with our comprehensive program designed specifically for the Irish market.