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 […]

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 […]

Is your Personal and Family Protection Fit for Purpose?

While most people have some protection benefits in place it is probably true to say that they have approached protection, in the main, in a piece meal manner. This means that their protection arrangements are most likely not fit for purpose. For example can you honestly say that you are: Correctly insured – i.e. not […]

See the Wood for the Trees

One of the central planks of successful financial planning is the ability to make sound decisions. An essential element to enable this is a thorough understanding of your current financial situation and how it might look in the future. The frequently heard complaint “I can’t see the wood for the trees” suggests that most people […]

Do you qualify for the €1,000* Home Carer’s Tax Credit?

We are all looking at ways to maximise the proportion of our hard earned cash which hits our bank accounts after the various taxes are applied. Unfortunately, except for pension saving, relief from the dreaded marginal rate of income tax is virtually non-existent. Media coverage tends to focus heavily on the headline changes at Budget […]

Are you a victim of Parkinson’s Law

Parkinson’s Law states that “work expands so as to fill the time available for its completion” a law which I can succumb to when completing the, supposedly, simplest of DIY jobs. This law also extends into financial planning and is known as Parkinson’s Second Law. This states that expenditure rises to meet income. I have […]

Making sure the kids are alright

In The Sunday Times (16/08/2015) Mark Channing explores the costs of raising children. From childcare, school and college fees right through to assisting with a house deposit for adult children. Our own Barry Mooney provides practical advice on the steps that should be taken to plan for these costs and the importance of considering the […]

The Business Eye features Bellwether Financial Planning

Listen to Barry on The Business Eye Barry talks with Paraic Marren of The Business Eye about Financial Planning and in particular about how Bellwether 360° provides a uniquely holistic financial planning approach. By using state of the art financial planning tools coupled with expert knowledge in pensions, investments and savings, protection, estate planning and […]

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