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Learn how yoU can secure your child’s future

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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 Webinar 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

Budget 2022

Budget 2022

As we all get to grips with Budget 2022 and try to figure out how it will impact us. I just want to make sure our families know the specific changes for Carers and people with additional needs. Carer’s Allowance and Domiciliary Care Allowance will now be paid for six...

Special Needs Trust Planning Webinars For A Year. By David

Special Needs Trust Planning Webinars For A Year. By David

When the coronavirus started first we couldn’t hold our workshops so we decided to run webinars and Zoom consultations. I loved attending workshops and meeting everyone. I found Zoom Consultations really easy to use. We also did lots of video work with John Kennedy...

Special Needs Pensions – By Allan

Special Needs Pensions – By Allan

For many parents, getting through their day-to-day challenges is more than enough. Planning for their retirement seems less important, and a long way off, so they tend to put it to the back of their minds. However, you’ve probably not given it a thought, but it is...

Online Special Needs Trust Planning Webinars™

7:00 PM, 02 November 2021

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7:00 PM, 23 November 2021

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7:00 PM, 11 January 2022

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7:00 PM, 1 February 2022

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Financial Wellbeing Podcast

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

"What Our Families Say"

Dr. Fabrice Rousseau

“Thanks for all the help you gave us. If Joseph could express and understand what you helped us do for him he would certainly give you a big hug and say a big thank you!!”

Dr. Fabrice Rousseau – Dublin January 17, 2020

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.