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Watch your (investment) behaviour!

Watch your (investment) behaviour!

by Michael | 22nd Jan 2025 | Financial Planning

Investors today are getting nervous… Markets remain volatile, we’ve seen another year of really strong returns, particularly in the US, where the...

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Make 2025 Your Best Financial Year Yet

Make 2025 Your Best Financial Year Yet

by Michael | 17th Dec 2024 | Financial Planning

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...

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The big influences on your Investment Returns

The big influences on your Investment Returns

by Michael | 26th Nov 2024 | Financial Planning

When it comes to investment returns, the list of influencing factors is vast and varied. From economic conditions to market sentiment and interest...

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Life is not a rehearsal

Life is not a rehearsal

by Michael | 23rd Oct 2024 | Financial Planning

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...

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Employers – have you started thinking about pensions auto-enrolment?

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,...

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Retirement – There’s more to think about than money

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...

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How To Improve Your Financial Mindset

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...

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Claims – The Whole Purpose of Insurance

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...

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The Power of a Regular Review

The Power of a Regular Review

by Michael | 21st May 2024 | Financial Planning

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...

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Separation – Reduce the Financial Turmoil

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...

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The Upsides of Building Wealth Slowly

The Upsides of Building Wealth Slowly

by Michael | 20th Mar 2024 | Financial Planning

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...

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The Value of Professional Financial Planning

The Value of Professional Financial Planning

by Michael | 13th Feb 2024 | 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...

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