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The Importance of Human Advice

The Importance of Human Advice

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...

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6 steps to take in 2026 towards Financial Freedom

6 steps to take in 2026 towards Financial Freedom

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...

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What We’ll Keep Pushing For After Budget 2026

What We’ll Keep Pushing For After Budget 2026

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,...

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12 Great Quotes About Money And Personal Finances

12 Great Quotes About Money And Personal Finances

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...

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Personal Financial Planning for Newbies

Personal Financial Planning for Newbies

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”...

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3 Questions to ask yourself before you Retire

3 Questions to ask yourself before you Retire

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...

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AUTO ENROLMENT IS COMING – WHAT EVERY EMPLOYER & EMPLOYEE NEEDS TO KNOW

AUTO ENROLMENT IS COMING – WHAT EVERY EMPLOYER & EMPLOYEE NEEDS TO KNOW

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...

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What to do in uncertain times in Investment Markets

What to do in uncertain times in Investment Markets

by Michael | 22nd Jul 2025 | Financial Planning

The world is a nervy place now, with many people worried about the impact of tariffs and the chaos that has ensued around the globe. All of this has...

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Do you understand pensions today?

Do you understand pensions today?

by Michael | 19th May 2025 | Financial Planning

At the turn of this century, yes, 25 years ago, it was a stated aim of the government to simplify the pensions landscape in Ireland. There was clear...

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Have you a financial strategy, or are you just muddling along?

Have you a financial strategy, or are you just muddling along?

by Michael | 8th Apr 2025 | Financial Planning

When it comes to managing their money, many people find themselves engaged in various financial activities – saving, investing, budgeting...

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Redundancy & Your Financial Future

Redundancy & Your Financial Future

by Michael | 8th Apr 2025 | Financial Planning

MAXIMISING YOUR PAYOUT & PENSION OPTIONS REDUNDANCY can be a challenging and uncertain experience, whether voluntary or compulsory.  However,...

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Smart Financial priorities for young couples

Smart Financial priorities for young couples

by Michael | 21st Feb 2025 | Financial Planning

We’ve been working with several young, successful, professional couples in their 30s in recent months. It’s very clear that they have worked hard to...

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Recent Posts

  • The Importance of Human Advice
  • 6 steps to take in 2026 towards Financial Freedom
  • What We’ll Keep Pushing For After Budget 2026
  • 12 Great Quotes About Money And Personal Finances
  • Personal Financial Planning for Newbies

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