Employers – have you started thinking about pensions auto-enrolment? by Michael | 20th Sep 2024 | Financial Planning Auto-enrolment is a major development on the horizon for Irish employers. With the government’s plan to introduce this new pension scheme,... read more
Retirement – There’s more to think about than money by Michael | 19th Aug 2024 | Financial Planning When you think of retirement, what comes to mind? Is it those extra rounds of golf, spending a few months each year basking in the sun, and... read more
How To Improve Your Financial Mindset by Michael | 22nd Jul 2024 | Financial Planning The most famous of all investors, Warren Buffett once said, “People seeking riches never have enough. Wealth is a state of mind. Wealthy people... read more
Claims – The Whole Purpose of Insurance by Michael | 11th Jun 2024 | Financial Planning Sometimes when it comes to life assurance and cover for living benefits within specified illness and income protection policies, you can get a... read more
The Power of a Regular Review by Michael | 21st May 2024 | Uncategorized You might be wondering if you need to bother reviewing your financial plan every year. After all, if we’ve already done the hard work of... read more
Separation – Reduce the Financial Turmoil by Michael | 19th Apr 2024 | Financial Planning Ending a marriage is usually a tough time. There are big decisions to make about who gets to take care of the kids, how often each parent gets to... read more
The Upsides of Building Wealth Slowly by Michael | 20th Mar 2024 | Uncategorized Maybe it’s a stage in life that you get to when eventually you recognise that building wealth for most people is a pursuit that happens over many... read more
The Value of Professional Financial Planning by Michael | 13th Feb 2024 | Uncategorized We got access to some research recently that was simply too good not to share the key findings with you. The research titled “The value of financial... read more
Estate Planning – Thinking of others…. by Michael | 22nd Jan 2024 | Financial Planning, Inheritance Planning As our clients progress through their financial lives, we see a consistent trend. Thoughts tend to move from thinking about the “here and now” to a... read more
Four areas to plan for Retirement by Michael | 12th Dec 2023 | Financial Planning THE word retirement conjures up different thoughts for each of us. Some think of growing old, and others think of enjoying life in the sun. Some... read more
How to cut your upcoming tax bill by Michael | 7th Nov 2023 | Financial Planning SO here we are again, digging around for eligible receipts to reduce our upcoming tax bill. Sometimes in the rush to complete the tax return on... read more
Make your future goals in life a reality by Michael | 9th Oct 2023 | Uncategorized “It’s not just about the money” is a phrase we find ourselves using in nearly every client meeting these days. This stems from the evolution... read more