It is probably fair to say that we know instinctively that consumers achieve better outcomes when they get financial advice....
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The world is a nervy place at the moment, with many people worried about the impact of tariffs and the...
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“Planning brings the future into the present so you can do something about it now.” Alan Lakein. When it...
Continue Reading
As your financial planner, our primary goal is to help you make confident, informed decisions about your financial future. One...
Continue Reading
Investors today are getting nervous… Markets remain volatile, last year we saw another year of really strong returns particularly in...
Continue ReadingIt is probably fair to say that we know instinctively that consumers achieve better outcomes when they get financial advice. But maybe it’s also fair to say that sometimes we can be remiss in placing hard numbers on this. Our goal is to change this today. But as a broader introduction, HAN University of Applied […]
The world is a nervy place at the moment, with many people worried about the impact of tariffs and the chaos that has ensued around the globe. All of this has caused a lot of uncertainty in the economic world, and if there’s one thing stock markets don’t react well to, it is uncertainty. As […]
“Planning brings the future into the present so you can do something about it now.” Alan Lakein. When it comes to managing their money, many people find themselves engaged in various financial activities – saving, investing, budgeting – without a clear, overarching strategy. Doing tactical stuff is fine, but a cohesive strategy adds so […]
As your financial planner, our primary goal is to help you make confident, informed decisions about your financial future. One of the most powerful tools that we have to do this is future cashflow planning – a process that brings clarity and confidence to your long-term financial journey. We use sophisticated financial planning software that […]
Investors today are getting nervous… Markets remain volatile, last year we saw another year of really strong returns particularly in the US, where the S&P 500 index grew by 25% in 2024, after also growing by 26% in 2023. This growth has been driven largely by “The Magnificent Seven” stocks, each of which are now […]
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 precious. Yet, many of us live as though there will always be another chance, another opportunity to do the things we desire. As a financial planner, I have […]
I’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 establish their careers and are enjoying the rewards of dual incomes. It’s a very exciting phase of life, with incredible opportunities to shape their financial futures, however, navigating financial priorities effectively […]
Auto-enrolment is a major development on the horizon for Irish employers. With the government’s plan to introduce this new pension scheme, it’s vital that businesses of all sizes understand what it entails, why it is being introduced, and how they can best prepare for the upcoming changes. As your financial adviser, I want to guide […]
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 years, indeed decades. And most importantly, that it’s perfectly acceptable to build wealth slowly.
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 relishing quality time with your grandkids? Or do you find yourself worrying about your pension funding, fearing it might not be sufficient to cover all your dreams and […]
