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Is it time to rethink the importance of money?

As 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 […]

Here’s the Big Picture and it’s all about YOU

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 […]

Financial Planning – The Life Changing Benefits

“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. […]

Are you maximising your opportunities to get 40% tax relief?

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 […]

Goals – Set yourself free

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 […]

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