“Planning brings the future into the present so you can do something about it now.” Alan Lakein. When it...
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As your financial planner, our primary goal is to help you make confident, informed decisions about your financial future. One...
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Investors today are getting nervous… Markets remain volatile, last year we saw another year of really strong returns particularly in...
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We often hear the phrase “life is not a rehearsal,” but how often do we truly stop to reflect on...
Continue Reading
I’ve been working with several young, successful, professional couples in their 30s in recent months. It’s very clear that they...
Continue Reading“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 […]
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 setting it up, why tinker with it? Here’s the simple truth: the world changes, life changes, and so must your financial plan. Skipping your annual financial review is a bit […]
Ending a marriage is usually a really tough time. There are big decisions to make about who gets to take care of the kids, how often each parent gets to see them, and where everyone’s going to live. Often, things get pretty tense between the ex-partners. Then comes the tricky part: figuring out who gets […]
