SUNRISE FINANCIAL PLANNING LIMITED
Award-winning, trusted financial advisers – helping you live your best life.
Whether you’re an individual, a family, or a business owner in Munster or beyond, we’re here to help you build a financial plan that works for you.
At every stage of your financial journey, we provide clear, personalised advice — giving you the confidence to make smart decisions today and secure the future you deserve.
Take the first step towards your financial future — contact us today, we’d love to help.
PLAN YOUR FINANCIAL FUTURE
Financial Planning sits at the heart of what we do. Your financial plan and any financial solutions that we suggest are based on your lifestyle and financial goals.
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PLAN YOUR RETIREMENT
Put simply, planning for your retirement means saving over the long term so that you can have sufficient income to maintain…
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SAVE MONEY & INVEST MONEY
We all have different saving and investing needs. For some of us, it might be saving a regular amount of money each month to cover…
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PROTECT YOUR FAMILY
Everyone has something to protect – your health, your wealth, your life and your family. We can help you protect yourself and your family…
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INHERITANCE TAX PLANNING
A significant challenge for many families on the death of a loved one is the challenge posed by inheritance tax. Inheritance tax is paid when someone…
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FINANCIAL SOLUTIONS FOR YOUR BUSINESS
Business owners sometimes require financial advice too. We assist business owners in addressing a range…
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WHAT OUR CUSTOMERS SAY ABOUT US
Sunrise were extremely helpful and realistic in helping us getting finances in order before buying a home. They guided us on which type of Mortgage Protection suited us best and were very efficient in putting this in place. March 2025
Co. Clare.
I have dealt with Sunrise Financial Planning on behalf of clients of mine, my family and myself for a good number of years now, and I have found Grainne at all times, to be very helpful and approachable, explaining their business in easy to understand language, very efficient with prompt attention to any questions or requests. May 2024
Clancy Solicitors, Ennis, Co Clare.
I have been a customer with Sunrise Financial Planning for over 33 years and I have valued their advice and commitment to finding the best financial solution for each stage of my working and retirement life. Sunrise Financial Planning offer both a professional and friendly service and I am delighted to see that Paddy has passed on this same work ethic to his two daughters Grainne and Deirdre
Michael Dillon UPVC Limited, Kilkee, Co.Clare.
I used Sunrise Financial Planning in Limerick for advice on savings, investments, and life assurance. Their communication was clear, professional, and efficient. They made everything easy to understand. As a young professional, I was looking to get a clear plan in place to help me get my first step on the property ladder. March 2025
Co. Clare.
After sadly losing my spouse last year, I can truly appreciate the importance of keeping our life insurance policy going — something I nearly gave up on. It’s been an incredibly hard time for me and my family, but your support made a real difference. With the understanding and compassion of you and your team, the claim process was handled with care. My family and I are deeply thankful for everything you’ve done for us. January 2026
Co. Clare
CONTACT DETAILS
Sunrise Financial Planning
Unit 9 Steamboat Quay
Dock Road
Limerick
V94 X7V7
