A conversation that often arises with clients is around how much is enough. Everyone is different and has unique wants and needs in life, most of...
Understanding that market volatility is part of the journey
2022 has been a year of volatility in investment markets and there is no-one predicting that this will end anytime soon. Inflation and interest...
5 Reasons to review your pension
It’s that time of year again for the self-employed and professionals when tax bills are due for payment. Attention naturally turns to pensions and...
Defined Benefit V’s Taking a transfer value
What is the right thing to do? The number of defined benefit schemes in Ireland is steadily declining each year. More and more schemes are either...
The value of your Financial Broker after Covid
We’ve all learned a lot in the last year or so about the importance of health, how adaptable we all are when change is just foisted upon us and how...
Do a Spring clean on your old pensions …
Why should you tidy up your pensions when you move Jobs? These days people move jobs more often than their parents ever did. It means that there is...
Get Financially Fit While in Lockdown
Let’s start with the most important point. Staying healthy and helping to flatten the Covid-19 curve is the reason behind the current lockdown, and...
Keep a tight grip on your finances
When we eventually get to enjoy the luxury of looking backwards at the Covid pandemic, we will likely remember many different aspects that we are...
A Bear Market is a 20% decline in asset values.
‘The Stock Market is a device for transferring money from the impatient to the patient. ‘ Warren Buffett ‘A Bear Market is a...
What Your Financial Broker Does For You?
Wha A relationship with a Financial Broker is not a once-off transaction. Instead, it is a relationship that hopefully will endure for many years....
Auto Enrolment
So what will auto-enrolment in Ireland entail? It basically means that all eligible employees will be automatically enrolled in an approved pension...
Your pension on leaving employment!
If you are leaving employment and were a member of an occupational pension scheme, you may have a number of decisions to make regarding your pension...