2025 is fast approaching, and as your head starts to fill with great intentions for the upcoming year, we’d like to take the opportunity to suggest...
The big influences on your Investment Returns
When it comes to investment returns, the list of influencing factors is vast and varied. From economic conditions to market sentiment and interest...
Life is not a rehearsal
We often hear the phrase “life is not a rehearsal,” but how often do we truly stop to reflect on its meaning? Life is fleeting, unpredictable, and...
Employers – have you started thinking about pensions auto-enrolment?
Auto-enrolment is a major development on the horizon for Irish employers. With the government’s plan to introduce this new pension scheme,...
Retirement – There’s more to think about than money
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...
How To Improve Your Financial Mindset
The most famous of all investors, Warren Buffett once said, “People seeking riches never have enough. Wealth is a state of mind. Wealthy people...
Claims – The Whole Purpose of Insurance
Sometimes when it comes to life assurance and cover for living benefits within specified illness and income protection policies, you can get a...
The Power of a Regular Review
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...
Separation – Reduce the Financial Turmoil
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...
The Upsides of Building Wealth Slowly
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...
The Value of Professional Financial Planning
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...
Estate Planning – Thinking of others….
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...