As economies around the world start to cautiously emerge from their various states of lockdown, people are also stepping back...
Continue Reading
A recent phone conversation with a client triggered this article, as we were discussing the volatility in markets over the...
Continue Reading
We are living through unprecedented times, that will be remembered by us all for ever. Our focus is on staying...
Continue Reading
I’ve most likely spoken to you before about the importance of a very planned approach to retirement. Having a healthy...
Continue Reading
It is all about you Financial planning is a relatively straight forward concept. It is about ensuring that YOU have...
Continue ReadingAs economies around the world start to cautiously emerge from their various states of lockdown, people are also stepping back into the light, albeit gingerly and carefully. Some shops and services are open for business again, others have a while to wait still. Some activities that involve mass gatherings such as sports events and concerts […]
A recent phone conversation with a client triggered this article, as we were discussing the volatility in markets over the last few months. This was a relatively easy conversation, as this particular client has a very measured view to managing her pension fund and her investments. She doesn’t make rash decisions, she maintains a long-term […]
We are living through unprecedented times, that will be remembered by us all for ever. Our focus is on staying healthy and flattening the Covid-19 curve. We are worried about our own health and that of our loved ones, particularly the elderly who are cocooned in their own homes. Some of you have seen your […]
I’ve most likely spoken to you before about the importance of a very planned approach to retirement. Having a healthy pension fund is what springs to mind for all of us in this regard – of course this is very important, as having access to financial resources will help you to ensure that you can […]
It is all about you Financial planning is a relatively straight forward concept. It is about ensuring that YOU have the income and resources to meet the expense of the lifestyle YOU want to live. Therefore, a financial plan should be devised, implemented, reviewed and adapted based specifically on YOUR lifestyle goals. How to Choose […]
1 in 3 families are not financially protected. Is yours? The reality of the world we live in is that we are all aware of people, of all ages, who have been struck down by serious illness or have died prematurely. The purpose of this blog is to encourage you to make an informed decision […]
“Why should I bother putting a financial plan in place. Sure, with so much going on life is busy enough. And, to be honest, I wouldn’t know where to start. With HSE pensions, investments, property, private pensions not to mention day to day living expenses it’s just too complicated and would take too much time. […]
We’re in the midst of the holiday season and whether you are holidaying at home or abroad it’s time to kick back, relax (if the kids will let you) and really enjoy yourself. In a quiet moment your thoughts, just as they did a year ago, will drift to “What If?” What if life was […]
In one of our recent newsletters, Home Carer’s tax credits, we got a huge response from many people who qualified for this €1,000 per annum tax credit but were not aware that it existed. This got me thinking, what other tax reliefs might people not be aware? Personal and Family Protection Probably the most widely […]
Working with clients over the years I have found an array of reactions when the subject of goal setting is raised. At one extreme you have clients who it instantly appeals to and who look forward to the organisation associated with goal setting. On the hand you have clients who baulk at any suggestion of […]
