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 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   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 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...

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...