As parents, we spend years helping our children develop the skills they need to succeed in life. We encourage education, support career choices, and...
Hoy much is enough for you?
We’d like to share a story with you that originated back in 1963 when published by the German writer, Heinrich Böll. It’s a very short story but...
Structuring your legacy with purpose and efficiency
As our clients move through different stages of their financial lives, a noticeable shift tends to occur. The focus gradually evolves from immediate...
Where are all your Pensions?
If you’ve changed jobs a few times, worked abroad for a spell, or moved from PAYE employment into self-employment, there’s a decent chance you have...
The Freedom of Enough
Over the years, in conversations with our clients across Ireland, I’ve noticed something subtle but important. Very few people set out saying, “I...
The Importance of Human Advice
In today’s world, information has never been more available. At the tap of a screen, we can access market updates, investment tips, AI-generated...
6 steps to take in 2026 towards Financial Freedom
As we settle into 2026, many households are looking for ways to strengthen their finances, reduce any money-related stresses, and make real progress...
What We’ll Keep Pushing For After Budget 2026
Every year, the Budget brings a mix of progress and frustration for Irish savers, investors and business owners. Budget 2026 was no different,...
12 Great Quotes About Money And Personal Finances
One of the foremost writers in the personal finance space today is Morgan Housel, author of the bestselling book The Psychology of Money and many...
Personal Financial Planning for Newbies
We were asked recently by a client about how best to introduce financial planning to their adult children in their 20’s, as they didn’t really “get”...
3 Questions to ask yourself before you Retire
Retirement is one of life’s biggest transitions. After decades of working, saving, and building towards this milestone, many people focus on the...
AUTO ENROLMENT IS COMING – WHAT EVERY EMPLOYER & EMPLOYEE NEEDS TO KNOW
From 1st January 2026, a major change is coming to the way pensions work in Ireland. It’s called Auto Enrolment (AE) — and it will mean that, for...