I find that August is the most popular time of year for annual leave and holidays. The kids summer camps are coming to an end and it's a good time for the family to get away for some quality time....
Lessons from a Mexican Fisherman
Lessons from a Mexican Fisherman We’d like to share a story with you that originated back in 1963 when published by the German writer, Heinrich Böll. It’s a very short story, but perfectly captures one of the key messages that...
Claims are What Count
As part of our financial planning conversations with you, we always bring the attention around to subjects that are not easy to think about – a serious illness or death visiting a family member or indeed yourself. We all naturally...
What Income Protection is and what it is not
What Income Protection is What Income Protection is and what it is not. 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...
How time flies – do something today that your future self will thank you for
How time flies 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...
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
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...
What’s the link between All-Ireland winning teams and a successful financial plan?
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...
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