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Learn how yoU can secure your child’s future

Visit a Workshop

we as parents want the very best for all our children.

If you have a child with additional needs, it is so important to help them reach their goals and make them as independent as possible.

We can guide you through the many positive steps parents can take to significantly improve their child’s future financial independence. With our expertise and by attending our Trust Planning Workshop we can guide every parent on:

  • How a Special Needs Trust will protect your child’s future
  • Why a Special Needs Bank Account is necessary
  • How to write a Letter of Wishes
  • Explain the importance of a Hospital Passport
  • How to choose the right Guardians and Trustees
  • How to build financial security for your child
  • How to fund a Trust from entitlements
  • Information on rarely claimed entitlements and tax credits
  • Strategies to create a brighter financial future

Special needS blog

Private Consultation

Private Consultation

For parents who want to get everything in place for their child’s future then we have put the following package together. Special Needs...

Take A Breath

Take A Breath

The world is in an upheaval and people are frightened, panicked and completely in disbelieve, their world as they know it has been thrown upside-down. However, you must remember you have better tools to deal with this, why?   You’ve been there before. Remember when...

How I am helping in the Community over this virus -By David

How I am helping in the Community over this virus -By David

I live near a beach. There were too many people going to the beach and both Ardnahinch and Garryvoe Beach Car Parks had to be closed off. When you exercise outdoors, stay within 2 km of your home. To help the Midleton Garda with this. I go out and check the cars that...

Upcoming Trust Workshops™

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Financial Wellbeing on Radio

The following is a selection of radio interviews with presenter Mary Lee O’Shea on the Disability Show for Life FM.

"What Our Families Say"

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Val Davin – Founder CANFAS

"Allan is a financial consultant specialising in families with special needs. He checks you've got all your entitlements, explains how ordinary wills DON'T COUNT with special needs children, helps with all finances and shows you how to secure your children's future.

He's helped me and many Carrigaline Area Network for Families with Autistic Spectrum members hugely. He'll also travel anywhere within Ireland. What's more, he's a really nice man!"

 

January 21, 2019

Our Story

Financial Wellbeing was founded in 2008 and is company dedicated to Special Needs Trust Planning.

It gives us great joy to help ease the financial worries of parents who are raising a child with additional needs. This is my our of helping parents who are constantly faced with difficult choices and challenges.