As financial brokers helping our clients to build a better financial future for themselves, we are talking to clients every day about a whole range of issues in relation to their personal finances. With some clients, we are helping them...
How time flies – do something today that your future self will thank you for
How time flies... Without doubt the favourite part of my job as a financial planner is helping people who have reached retirement age to access their pension benefits. This is a significant milestone in their life and is usually...
The five financial mistakes you don’t want to make in your 30s
Great to be a part of this Irish Times article and well worth a read for all 30 year olds like myself out there! PDF version of the article in the Irish Times
5 ways to be tax effective
5 ways to be tax effective Tax is a necessary evil. If we want to live in a country with access to public services, taxation is the system used to pay for these services. We can (and do!) argue and...
Purchase a property with your pension fund
Typically, most pension funds invest in a mix of assets that combine a portfolio of equities (shares in international companies), government bonds, property and cash. But there is also another option which many private pension holders may not be aware...
What’s the link between All-Ireland winning teams and a successful financial plan?
In this blog I discuss the similarities between All-Ireland Winning teams and Successful financial plans. 1: Long Term Goals Are Required The ultimate goal for any inter-county team when pre-season starts is to bring home the Sam Maguire or the...
Want a Free Garmin Watch?
Want a free Garmin watch and Cash Back on your life insurance? Life insurance can be a pretty dull topic to talk about at times but we have some really exciting news. We have been selected as one of 50...
Where do You Buy Your Life Insurance?
All life assurance policies are the same? The best place to buy life assurance is online or from your bank? The only thing to consider when buying life assurance is the price? Well in fact the answer to each of...
I’m in my 30’s. Where Should I be With My Finances?
It's likely that you will experience some exciting life changes in your 30s such as advancing in your career, getting married, having kids, purchasing your own home etc.. As many aspects of your life evolve so should some of your...
Start Saving for Your Children’s Future & get a €100 kickstart
We all want to give our children the best possible start in life and a good education is a top priority. However, this can be a lot more costly than you might realise. The cost of putting one child through...
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