by Michael | 2nd Sep 2026 | Financial Planning
As parents, we spend years helping our children develop the skills they need to succeed in life. We encourage education, support career choices, and help them navigate important milestones. Yet one of the most valuable life skills is often overlooked: financial...
by Michael | 2nd Sep 2026 | Financial Planning
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 perfectly captures one of the key messages that we stress with our clients. The message is that while the amount of money...
by Michael | 2nd Sep 2026 | Financial Planning
As our clients move through different stages of their financial lives, a noticeable shift tends to occur. The focus gradually evolves from immediate financial needs toward longer-term planning, particularly around retirement and increasingly, the efficient transfer of...
by Michael | 22nd Jun 2026 | Financial Planning, 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 one or more “forgotten” pensions sitting quietly in the background. In Ireland, the UK and further afield, workplace...
by Michael | 22nd Jun 2026 | Financial Planning
Over the years, in conversations with our clients across Ireland, I’ve noticed something subtle but important. Very few people set out saying, “I want to have the biggest possible investment portfolio.” What they say instead is, “I want to feel secure.” Or “I’d like...
by Michael | 15th Apr 2026 | Financial Planning
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 forecasts and a constant stream of financial opinions through social media, podcasts and online forums. While this flood of...
by Michael | 15th Apr 2026 | Financial Planning
As we settle into 2026, many households are looking for ways to strengthen their finances, reduce any money-related stresses, and make real progress toward long-term goals. After several years of buoyant markets, higher inflation and some important tax changes, it’s a...
by Michael | 15th Apr 2026 | Financial Planning
Every year, the Budget brings a mix of progress and frustration for Irish savers, investors and business owners. Budget 2026 was no different, delivering some small steps forward, but also many issues still left unaddressed. As your Financial Adviser, part of our job...
by Michael | 7th Jan 2026 | Financial Planning
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 essays under The Collaborative Fund blogs. He has also contributed widely to The New York Times and The Wall Street...
by Michael | 25th Nov 2025 | Financial Planning
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” what it was all about. So here are our thoughts… Why bother with a plan at all? This is often the first question they...
by Michael | 11th Nov 2025 | Financial Planning
Retirement is one of life’s biggest transitions. After decades of working, saving, and building towards this milestone, many people focus on the financial aspects – pensions, tax efficiency, and investment strategy. While these are essential, true retirement...
by Michael | 15th Aug 2025 | Pensions
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 the first time, certain workers will be automatically signed up to a pension scheme, with contributions from themselves,...
