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...
Have you a financial strategy, or are you just muddling along?
When it comes to managing their money, many people find themselves engaged in various financial activities – saving, investing, budgeting...
Redundancy & Your Financial Future
MAXIMISING YOUR PAYOUT & PENSION OPTIONS REDUNDANCY can be a challenging and uncertain experience, whether voluntary or compulsory. However,...
Smart Financial priorities for young couples
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...
Watch your (investment) behaviour!
Investors today are getting nervous… Markets remain volatile, we’ve seen another year of really strong returns, particularly in the US, where the...
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...